See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,572 | $109,881-64.9% | $150,045-74.3% | $84,808-54.5% |
| Participation rate | 89.7% | 76.1%+13.6pp | 82.3%+7.3pp | 68.3%+21.3pp |
| Annual return | 17.92% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $4,280 | $3,561+20.2% | $4,693-8.8% | $2,631+62.7% |
| Participant deferral / active EE | $8,036 | $6,636+21.1% | $7,997+0.5% | $4,212+90.8% |
| Admin fee / account holder | $4,395 | $8,568-48.7% | $13,435-67.3% | $7,344-40.2% |