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 9-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 | $53,782 | $93,571-42.5% | $135,903-60.4% | $75,163-28.4% |
| Participation rate | 89.7% | 75.2%+14.6pp | 81.9%+7.8pp | 67.2%+22.6pp |
| Annual return | 20.67% | 30.90%-10.2pp | 68.23%-47.6pp | 160.62%-139.9pp |
| Employer contribution / active EE | $3,935 | $3,537+11.3% | $4,856-19.0% | $2,670+47.4% |
| Participant deferral / active EE | $7,086 | $6,404+10.6% | $7,758-8.7% | $4,125+71.8% |
| Admin fee / account holder | $2,760 | $6,975-60.4% | $10,762-74.4% | $5,651-51.2% |