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 | $38,614 | $77,503-50.2% | $100,391-61.5% | $80,856-52.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 19.10% | 37.20%-18.1pp | 49.20%-30.1pp | 35.59%-16.5pp |
| Employer contribution / active EE | $3,319 | $2,801+18.5% | $3,942-15.8% | $2,755+20.5% |
| Participant deferral / active EE | $11,197 | $6,820+64.2% | $8,082+38.5% | $4,296+160.7% |
| Admin fee / account holder | $795 | $5,897-86.5% | $7,899-89.9% | $6,918-88.5% |