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 4-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 | $26,042 | $109,881-76.3% | $150,045-82.6% | $84,808-69.3% |
| Participation rate | 70.6% | 76.1%-5.5pp | 82.3%-11.7pp | 68.3%+2.3pp |
| Annual return | 21.94% | 28.25%-6.3pp | 62.55%-40.6pp | 40.90%-19.0pp |
| Employer contribution / active EE | $1,769 | $3,561-50.3% | $4,693-62.3% | $2,631-32.7% |
| Participant deferral / active EE | $4,382 | $6,636-34.0% | $7,997-45.2% | $4,212+4.0% |
| Admin fee / account holder | $1,374 | $8,568-84.0% | $13,435-89.8% | $7,344-81.3% |