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 | $32,787 | $80,717-59.4% | $154,803-78.8% | $84,808-61.3% |
| Participation rate | 76.7% | 66.8%+9.9pp | 78.1%-1.4pp | 68.3%+8.4pp |
| Annual return | 35.54% | 37.96%-2.4pp | 58.88%-23.3pp | 40.90%-5.4pp |
| Employer contribution / active EE | $2,725 | $2,761-1.3% | $4,305-36.7% | $2,631+3.6% |
| Participant deferral / active EE | $5,735 | $3,303+73.6% | $5,540+3.5% | $4,212+36.2% |
| Admin fee / account holder | $4,936 | $6,746-26.8% | $14,329-65.6% | $7,344-32.8% |