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 9-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 | $29,158 | $157,256-81.5% | $141,162-79.3% | $152,861-80.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 18.95% | 64.32%-45.4pp | 71.39%-52.4pp | 345.32%-326.4pp |
| Employer contribution / active EE | $2,033 | $5,261-61.4% | $4,735-57.1% | $4,762-57.3% |
| Participant deferral / active EE | $4,400 | $7,109-38.1% | $6,709-34.4% | $5,850-24.8% |
| Admin fee / account holder | $5,406 | $12,120-55.4% | $10,261-47.3% | $11,596-53.4% |