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 | $47,948 | $109,413-56.2% | $156,263-69.3% | $84,808-43.5% |
| Participation rate | 77.8% | 72.7%+5.1pp | 78.9%-1.1pp | 68.3%+9.5pp |
| Annual return | 16.98% | 20.18%-3.2pp | 59.47%-42.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $5,305 | $2,907+82.5% | $4,333+22.4% | $2,631+101.6% |
| Participant deferral / active EE | $4,409 | $4,590-3.9% | $6,158-28.4% | $4,212+4.7% |
| Admin fee / account holder | $1,480 | $9,357-84.2% | $14,255-89.6% | $7,344-79.9% |