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 | $20,995 | $99,877-79.0% | $84,966-75.3% | $145,922-85.6% |
| Participation rate | 95.0% | 74.1%+20.9pp | 67.5%+27.5pp | 80.3%+14.7pp |
| Annual return | 16.30% | 83.76%-67.5pp | 66.38%-50.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,745 | $3,231-46.0% | $2,727-36.0% | $4,660-62.6% |
| Participant deferral / active EE | $7,200 | $5,291+36.1% | $4,519+59.3% | $6,688+7.7% |
| Admin fee / account holder | $740 | $7,248-89.8% | $6,149-88.0% | $13,397-94.5% |