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 3-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 | $6,920 | $20,316-65.9% | $66,042-89.5% | $74,304-90.7% |
| Participation rate | 85.0% | 62.8%+22.2pp | 67.5%+17.5pp | 60.3%+24.7pp |
| Annual return | 22.10% | 28.10%-6.0pp | 52.11%-30.0pp | 29.43%-7.3pp |
| Employer contribution / active EE | $941 | $745+26.4% | $1,579-40.4% | $2,241-58.0% |
| Participant deferral / active EE | $2,442 | $1,615+51.2% | $2,835-13.9% | $3,767-35.2% |
| Admin fee / account holder | $1,240 | $1,668-25.7% | $5,747-78.4% | $2,969-58.2% |