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 8-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 | $20,643 | $63,355-67.4% | $91,989-77.6% | $72,985-71.7% |
| Participation rate | 86.1% | 72.5%+13.6pp | 78.6%+7.5pp | 69.5%+16.6pp |
| Annual return | 31.88% | 35.35%-3.5pp | 69.02%-37.1pp | 81.00%-49.1pp |
| Employer contribution / active EE | $3,813 | $2,116+80.3% | $3,452+10.5% | $2,440+56.3% |
| Participant deferral / active EE | $7,940 | $4,883+62.6% | $5,923+34.1% | $3,607+120.1% |
| Admin fee / account holder | $2,003 | $4,668-57.1% | $7,743-74.1% | $5,124-60.9% |