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 | $22,040 | $110,257-80.0% | $96,544-77.2% | $139,434-84.2% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 15.58% | 26.32%-10.7pp | 25.84%-10.3pp | 372.94%-357.4pp |
| Employer contribution / active EE | $857 | $3,620-76.3% | $2,965-71.1% | $4,751-82.0% |
| Participant deferral / active EE | $3,795 | $5,548-31.6% | $4,851-21.8% | $6,710-43.4% |
| Admin fee / account holder | $994 | $11,591-91.4% | $8,252-88.0% | $11,403-91.3% |