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 | $39,283 | $177,572-77.9% | $154,803-74.6% | $142,382-72.4% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 39.08% | 65.07%-26.0pp | 58.88%-19.8pp | 217.08%-178.0pp |
| Employer contribution / active EE | $1,733 | $4,810-64.0% | $4,305-59.7% | $4,299-59.7% |
| Participant deferral / active EE | $5,278 | $6,272-15.9% | $5,540-4.7% | $6,507-18.9% |
| Admin fee / account holder | $1,929 | $16,786-88.5% | $14,329-86.5% | $12,624-84.7% |