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 4-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 | $8,185 | $45,863-82.2% | $77,024-89.4% | $68,494-88.1% |
| Participation rate | 79.5% | 55.9%+23.6pp | 67.9%+11.6pp | 67.9%+11.7pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,375 | $1,650+44.0% | $2,812-15.5% | $2,596-8.5% |
| Participant deferral / active EE | $4,382 | $2,962+47.9% | $4,426-1.0% | $4,027+8.8% |
| Admin fee / account holder | $375 | $3,041-87.7% | $5,425-93.1% | $5,403-93.1% |