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 5-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 | $52,584 | $74,927-29.8% | $101,794-48.3% | $84,808-38.0% |
| Participation rate | 88.5% | 61.4%+27.1pp | 69.2%+19.4pp | 68.3%+20.2pp |
| Annual return | 21.13% | 18.70%+2.4pp | 30.53%-9.4pp | 40.90%-19.8pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,189 | $3,099+196.5% | $4,084+125.0% | $4,212+118.2% |
| Admin fee / account holder | $580 | $6,514-91.1% | $8,777-93.4% | $7,344-92.1% |