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 | $5,232 | $25,014-79.1% | $69,647-92.5% | $80,856-93.5% |
| Participation rate | 90.0% | 64.2%+25.8pp | 66.5%+23.5pp | 67.6%+22.4pp |
| Annual return | 21.02% | 19.07%+2.0pp | 100.48%-79.5pp | 35.59%-14.6pp |
| Employer contribution / active EE | $738 | $993-25.7% | $1,712-56.9% | $2,755-73.2% |
| Participant deferral / active EE | $1,904 | $1,839+3.5% | $2,886-34.0% | $4,296-55.7% |
| Admin fee / account holder | $1,019 | $2,488-59.0% | $4,713-78.4% | $6,918-85.3% |