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 | $52,447 | $179,726-70.8% | $156,263-66.4% | $142,382-63.2% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 20.44% | 77.86%-57.4pp | 59.47%-39.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,553 | $5,069-29.9% | $4,333-18.0% | $4,299-17.4% |
| Participant deferral / active EE | $7,725 | $6,956+11.1% | $6,158+25.4% | $6,507+18.7% |
| Admin fee / account holder | $2,277 | $17,272-86.8% | $14,255-84.0% | $12,624-82.0% |