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 | $52,105 | $81,248-35.9% | $155,509-66.5% | $80,856-35.6% |
| Participation rate | 96.7% | 66.2%+30.4pp | 78.2%+18.5pp | 67.6%+29.0pp |
| Annual return | 23.72% | 33.31%-9.6pp | 64.67%-40.9pp | 35.59%-11.9pp |
| Employer contribution / active EE | $2,916 | $3,100-5.9% | $4,672-37.6% | $2,755+5.9% |
| Participant deferral / active EE | $6,287 | $3,452+82.2% | $5,626+11.7% | $4,296+46.4% |
| Admin fee / account holder | $480 | $7,997-94.0% | $15,912-97.0% | $6,918-93.1% |