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 4-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 | $31,306 | $77,503-59.6% | $100,391-68.8% | $80,856-61.3% |
| Participation rate | 75.0% | 76.9%-1.9pp | 81.5%-6.5pp | 67.6%+7.4pp |
| Annual return | 14.47% | 37.20%-22.7pp | 49.20%-34.7pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,002 | $2,801+7.2% | $3,942-23.8% | $2,755+9.0% |
| Participant deferral / active EE | $8,472 | $6,820+24.2% | $8,082+4.8% | $4,296+97.2% |
| Admin fee / account holder | $2,454 | $5,897-58.4% | $7,899-68.9% | $6,918-64.5% |