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 6-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 | $67,901 | $106,355-36.2% | $237,244-71.4% | $116,875-41.9% |
| Participation rate | 82.5% | 71.9%+10.6pp | 80.3%+2.2pp | 74.5%+8.0pp |
| Annual return | 14.73% | 17.03%-2.3pp | 4131.29%-4116.6pp | 16.29%-1.6pp |
| Employer contribution / active EE | $652 | $1,595-59.1% | $4,351-85.0% | $3,288-80.2% |
| Participant deferral / active EE | $3,839 | $3,396+13.1% | $4,056-5.4% | $3,885-1.2% |
| Admin fee / account holder | $4,930 | $11,423-56.8% | $18,030-72.7% | $12,263-59.8% |