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 5-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 | $39,462 | $77,503-49.1% | $100,391-60.7% | $80,856-51.2% |
| Participation rate | 88.5% | 76.9%+11.5pp | 81.5%+7.0pp | 67.6%+20.8pp |
| Annual return | 17.06% | 37.20%-20.1pp | 49.20%-32.1pp | 35.59%-18.5pp |
| Employer contribution / active EE | $2,976 | $2,801+6.2% | $3,942-24.5% | $2,755+8.0% |
| Participant deferral / active EE | $9,936 | $6,820+45.7% | $8,082+22.9% | $4,296+131.3% |
| Admin fee / account holder | $783 | $5,897-86.7% | $7,899-90.1% | $6,918-88.7% |