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 8-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 | $43,401 | $80,717-46.2% | $154,803-72.0% | $84,808-48.8% |
| Participation rate | 80.5% | 66.8%+13.7pp | 78.1%+2.4pp | 68.3%+12.2pp |
| Annual return | 19.80% | 37.96%-18.2pp | 58.88%-39.1pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,652 | $2,761-4.0% | $4,305-38.4% | $2,631+0.8% |
| Participant deferral / active EE | $5,110 | $3,303+54.7% | $5,540-7.8% | $4,212+21.3% |
| Admin fee / account holder | $4,676 | $6,746-30.7% | $14,329-67.4% | $7,344-36.3% |