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 | $26,959 | $72,492-62.8% | $87,100-69.0% | $72,985-63.1% |
| Participation rate | 72.0% | 72.8%-0.8pp | 76.9%-4.9pp | 69.5%+2.5pp |
| Annual return | 25.22% | 24.46%+0.8pp | 28.19%-3.0pp | 81.00%-55.8pp |
| Employer contribution / active EE | $2,138 | $1,894+12.9% | $2,521-15.2% | $2,440-12.4% |
| Participant deferral / active EE | $4,600 | $3,270+40.7% | $4,049+13.6% | $3,607+27.5% |
| Admin fee / account holder | $1,869 | $5,055-63.0% | $7,497-75.1% | $5,124-63.5% |