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 9-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 | $13,938 | $95,416-85.4% | $185,823-92.5% | $85,850-83.8% |
| Participation rate | 80.0% | 68.8%+11.2pp | 81.7%-1.7pp | 69.3%+10.7pp |
| Annual return | 11.59% | 23.59%-12.0pp | 122.05%-110.5pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,086 | $3,314-67.2% | $5,167-79.0% | $2,565-57.7% |
| Participant deferral / active EE | $2,826 | $3,423-17.4% | $5,568-49.2% | $3,952-28.5% |
| Admin fee / account holder | $1,226 | $7,213-83.0% | $16,237-92.4% | $6,260-80.4% |