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 | $7,324 | $24,730-70.4% | $66,042-88.9% | $84,808-91.4% |
| Participation rate | 76.3% | 68.1%+8.3pp | 67.5%+8.8pp | 68.3%+8.0pp |
| Annual return | 17.79% | 79.55%-61.8pp | 52.11%-34.3pp | 40.90%-23.1pp |
| Employer contribution / active EE | $509 | $857-40.6% | $1,579-67.8% | $2,631-80.7% |
| Participant deferral / active EE | $1,619 | $1,737-6.8% | $2,835-42.9% | $4,212-61.6% |
| Admin fee / account holder | $848 | $3,014-71.9% | $5,747-85.3% | $7,344-88.5% |