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 6-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 | $40,165 | $109,881-63.4% | $150,045-73.2% | $84,808-52.6% |
| Participation rate | 73.7% | 76.1%-2.4pp | 82.3%-8.6pp | 68.3%+5.4pp |
| Annual return | 25.04% | 28.25%-3.2pp | 62.55%-37.5pp | 40.90%-15.9pp |
| Employer contribution / active EE | $2,288 | $3,561-35.8% | $4,693-51.3% | $2,631-13.1% |
| Participant deferral / active EE | $4,552 | $6,636-31.4% | $7,997-43.1% | $4,212+8.1% |
| Admin fee / account holder | $8,315 | $8,568-3.0% | $13,435-38.1% | $7,344+13.2% |