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 5-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 | $26,770 | $177,572-84.9% | $154,803-82.7% | $142,382-81.2% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 17.23% | 65.07%-47.8pp | 58.88%-41.7pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,404 | $4,810-70.8% | $4,305-67.4% | $4,299-67.3% |
| Participant deferral / active EE | $5,897 | $6,272-6.0% | $5,540+6.4% | $6,507-9.4% |
| Admin fee / account holder | $2,286 | $16,786-86.4% | $14,329-84.0% | $12,624-81.9% |