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 4-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 | $49,947 | $148,978-66.5% | $200,582-75.1% | $84,808-41.1% |
| Participation rate | 92.9% | 84.2%+8.6pp | 86.9%+6.0pp | 68.3%+24.5pp |
| Annual return | 23.14% | 28.16%-5.0pp | 42.33%-19.2pp | 40.90%-17.8pp |
| Employer contribution / active EE | $5,703 | $4,815+18.4% | $6,419-11.1% | $2,631+116.8% |
| Participant deferral / active EE | $8,741 | $7,142+22.4% | $9,331-6.3% | $4,212+107.5% |
| Admin fee / account holder | $365 | $13,977-97.4% | $16,305-97.8% | $7,344-95.0% |