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 | $66,436 | $80,717-17.7% | $154,803-57.1% | $84,808-21.7% |
| Participation rate | 95.7% | 66.8%+28.9pp | 78.1%+17.7pp | 68.3%+27.4pp |
| Annual return | 19.55% | 37.96%-18.4pp | 58.88%-39.3pp | 40.90%-21.4pp |
| Employer contribution / active EE | $3,271 | $2,761+18.4% | $4,305-24.0% | $2,631+24.3% |
| Participant deferral / active EE | $8,080 | $3,303+144.6% | $5,540+45.8% | $4,212+91.8% |
| Admin fee / account holder | $1,036 | $6,746-84.6% | $14,329-92.8% | $7,344-85.9% |