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 5-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 | $37,052 | $159,602-76.8% | $150,045-75.3% | $142,382-74.0% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.3%+4.0pp | 80.1%+6.2pp |
| Annual return | 22.83% | 70.24%-47.4pp | 62.55%-39.7pp | 217.08%-194.2pp |
| Employer contribution / active EE | $7,020 | $4,961+41.5% | $4,693+49.6% | $4,299+63.3% |
| Participant deferral / active EE | $4,156 | $8,310-50.0% | $7,997-48.0% | $6,507-36.1% |
| Admin fee / account holder | $2,413 | $14,846-83.7% | $13,435-82.0% | $12,624-80.9% |