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 | $31,819 | $80,673-60.6% | $101,326-68.6% | $84,808-62.5% |
| Participation rate | 90.2% | 77.8%+12.5pp | 81.5%+8.7pp | 68.3%+21.9pp |
| Annual return | 49.95% | 38.95%+11.0pp | 36.82%+13.1pp | 40.90%+9.1pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,019 | $6,840+61.1% | $7,994+37.8% | $4,212+161.6% |
| Admin fee / account holder | $3,330 | $12,784-74.0% | $11,185-70.2% | $7,344-54.7% |