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 8-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 | $59,755 | $95,803-37.6% | $113,168-47.2% | $84,808-29.5% |
| Participation rate | 89.3% | 72.9%+16.4pp | 76.6%+12.7pp | 68.3%+21.0pp |
| Annual return | 14.41% | 25.00%-10.6pp | 24.27%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,099 | $2,360-11.0% | $2,975-29.4% | $2,631-20.2% |
| Participant deferral / active EE | $3,900 | $4,242-8.1% | $5,107-23.6% | $4,212-7.4% |
| Admin fee / account holder | $6,422 | $8,989-28.6% | $12,068-46.8% | $7,344-12.6% |