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 | $16,336 | $117,983-86.2% | $101,794-84.0% | $142,382-88.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 22.11% | 36.92%-14.8pp | 30.53%-8.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,137 | $2,773-59.0% | $2,289-50.3% | $4,299-73.6% |
| Participant deferral / active EE | $1,779 | $4,714-62.3% | $4,084-56.4% | $6,507-72.7% |
| Admin fee / account holder | $1,604 | $10,433-84.6% | $8,777-81.7% | $12,624-87.3% |