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 | $8,106 | $24,730-67.2% | $66,042-87.7% | $84,808-90.4% |
| Participation rate | 77.6% | 68.1%+9.5pp | 67.5%+10.1pp | 68.3%+9.3pp |
| Annual return | 45.86% | 79.55%-33.7pp | 52.11%-6.3pp | 40.90%+5.0pp |
| Employer contribution / active EE | $721 | $857-15.8% | $1,579-54.3% | $2,631-72.6% |
| Participant deferral / active EE | $1,854 | $1,737+6.8% | $2,835-34.6% | $4,212-56.0% |
| Admin fee / account holder | $1,492 | $3,014-50.5% | $5,747-74.0% | $7,344-79.7% |