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 | $58,892 | $159,602-63.1% | $150,045-60.8% | $142,382-58.6% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 17.27% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,378 | $4,961-52.1% | $4,693-49.3% | $4,299-44.7% |
| Participant deferral / active EE | $6,920 | $8,310-16.7% | $7,997-13.5% | $6,507+6.3% |
| Admin fee / account holder | $1,695 | $14,846-88.6% | $13,435-87.4% | $12,624-86.6% |