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 | $15,435 | $60,022-74.3% | $88,946-82.6% | $84,808-81.8% |
| Participation rate | 82.6% | 57.8%+24.8pp | 68.8%+13.8pp | 68.3%+14.3pp |
| Annual return | 17.12% | 22.43%-5.3pp | 57.82%-40.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,088 | $1,703-36.1% | $2,555-57.4% | $2,631-58.6% |
| Participant deferral / active EE | $2,657 | $3,114-14.7% | $4,581-42.0% | $4,212-36.9% |
| Admin fee / account holder | $1,021 | $4,811-78.8% | $8,261-87.6% | $7,344-86.1% |