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 | $33,439 | $65,041-48.6% | $90,951-63.2% | $79,858-58.1% |
| Participation rate | 89.7% | 61.6%+28.0pp | 69.0%+20.6pp | 69.6%+20.0pp |
| Annual return | 18.65% | 30.45%-11.8pp | 134.60%-115.9pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,495 | $1,247+19.9% | $2,122-29.6% | $2,471-39.5% |
| Participant deferral / active EE | $1,844 | $2,512-26.6% | $3,373-45.3% | $3,740-50.7% |
| Admin fee / account holder | $437 | $4,536-90.4% | $5,959-92.7% | $5,306-91.8% |