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 | $37,241 | $86,929-57.2% | $102,423-63.6% | $80,856-53.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 29.62% | 18.88%+10.7pp | 29.32%+0.3pp | 35.59%-6.0pp |
| Employer contribution / active EE | $4,192 | $2,369+76.9% | $3,023+38.7% | $2,755+52.2% |
| Participant deferral / active EE | $7,987 | $4,118+93.9% | $5,053+58.1% | $4,296+85.9% |
| Admin fee / account holder | $1,746 | $8,049-78.3% | $9,451-81.5% | $6,918-74.8% |