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 | $10,606 | $80,717-86.9% | $154,803-93.1% | $84,808-87.5% |
| Participation rate | 90.7% | 66.8%+23.9pp | 78.1%+12.7pp | 68.3%+22.4pp |
| Annual return | 16.77% | 37.96%-21.2pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $990 | $2,761-64.1% | $4,305-77.0% | $2,631-62.4% |
| Participant deferral / active EE | $1,148 | $3,303-65.2% | $5,540-79.3% | $4,212-72.7% |
| Admin fee / account holder | $2,772 | $6,746-58.9% | $14,329-80.7% | $7,344-62.3% |