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 | $54,906 | $77,813-29.4% | $123,544-55.6% | $64,186-14.5% |
| Participation rate | 84.5% | 74.7%+9.8pp | 82.3%+2.2pp | 69.6%+14.9pp |
| Annual return | 1.94% | 12.48%-10.5pp | 119.20%-117.3pp | 7.63%-5.7pp |
| Employer contribution / active EE | $2,466 | $3,014-18.2% | $4,628-46.7% | $2,381+3.6% |
| Participant deferral / active EE | $3,752 | $5,240-28.4% | $6,426-41.6% | $3,470+8.2% |
| Admin fee / account holder | $838 | $5,519-84.8% | $9,284-91.0% | $4,888-82.9% |