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 3-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 | $57,146 | $177,572-67.8% | $154,803-63.1% | $142,382-59.9% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 21.53% | 65.07%-43.5pp | 58.88%-37.4pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,036 | $4,810-57.7% | $4,305-52.7% | $4,299-52.6% |
| Participant deferral / active EE | $5,225 | $6,272-16.7% | $5,540-5.7% | $6,507-19.7% |
| Admin fee / account holder | $661 | $16,786-96.1% | $14,329-95.4% | $12,624-94.8% |