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 7-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 | $46,011 | $64,480-28.6% | $81,382-43.5% | $80,856-43.1% |
| Participation rate | 97.6% | 63.9%+33.7pp | 69.5%+28.1pp | 67.6%+30.0pp |
| Annual return | 13.68% | 16.34%-2.7pp | 24.73%-11.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,164 | $1,978+9.4% | $2,463-12.1% | $2,755-21.5% |
| Participant deferral / active EE | $5,361 | $3,094+73.3% | $3,883+38.1% | $4,296+24.8% |
| Admin fee / account holder | $2,467 | $5,671-56.5% | $5,768-57.2% | $6,918-64.3% |