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 7-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 | $47,825 | $74,927-36.2% | $101,794-53.0% | $84,808-43.6% |
| Participation rate | 98.0% | 61.4%+36.6pp | 69.2%+28.8pp | 68.3%+29.7pp |
| Annual return | 20.27% | 18.70%+1.6pp | 30.53%-10.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $3,429 | $1,522+125.3% | $2,289+49.8% | $2,631+30.3% |
| Participant deferral / active EE | $8,584 | $3,099+177.0% | $4,084+110.2% | $4,212+103.8% |
| Admin fee / account holder | $5,739 | $6,514-11.9% | $8,777-34.6% | $7,344-21.9% |