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 | $30,504 | $93,571-67.4% | $135,903-77.6% | $75,163-59.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.27% | 30.90%-9.6pp | 68.23%-47.0pp | 160.62%-139.4pp |
| Employer contribution / active EE | $1,965 | $3,537-44.4% | $4,856-59.5% | $2,670-26.4% |
| Participant deferral / active EE | $5,382 | $6,404-16.0% | $7,758-30.6% | $4,125+30.5% |
| Admin fee / account holder | $465 | $6,975-93.3% | $10,762-95.7% | $5,651-91.8% |