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 | $37,217 | $81,460-54.3% | $103,333-64.0% | $80,856-54.0% |
| Participation rate | 96.3% | 66.8%+29.5pp | 74.5%+21.8pp | 67.6%+28.7pp |
| Annual return | 14.36% | 25.55%-11.2pp | 24.88%-10.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $6,366 | $3,105+105.0% | $3,868+64.6% | $2,755+131.1% |
| Participant deferral / active EE | $11,324 | $3,869+192.7% | $5,057+123.9% | $4,296+163.6% |
| Admin fee / account holder | $1,642 | $6,566-75.0% | $8,355-80.4% | $6,918-76.3% |