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 | $36,248 | $177,572-79.6% | $154,803-76.6% | $142,382-74.5% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 15.02% | 65.07%-50.0pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,655 | $4,810-65.6% | $4,305-61.6% | $4,299-61.5% |
| Participant deferral / active EE | $3,951 | $6,272-37.0% | $5,540-28.7% | $6,507-39.3% |
| Admin fee / account holder | $1,672 | $16,786-90.0% | $14,329-88.3% | $12,624-86.8% |