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 7-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 | $34,888 | $97,044-64.0% | $83,333-58.1% | $135,375-74.2% |
| Participation rate | 70.8% | 80.4%-9.6pp | 77.8%-6.9pp | 82.6%-11.8pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.63%-10.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,938 | $4,143-29.1% | $3,379-13.0% | $4,779-38.5% |
| Participant deferral / active EE | $8,630 | $5,964+44.7% | $5,565+55.1% | $5,609+53.9% |
| Admin fee / account holder | $2,055 | $8,380-75.5% | $7,510-72.6% | $10,827-81.0% |