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 5-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 | $28,940 | $177,572-83.7% | $154,803-81.3% | $142,382-79.7% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 20.20% | 65.07%-44.9pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,111 | $4,810-76.9% | $4,305-74.2% | $4,299-74.1% |
| Participant deferral / active EE | $4,154 | $6,272-33.8% | $5,540-25.0% | $6,507-36.2% |
| Admin fee / account holder | $1,490 | $16,786-91.1% | $14,329-89.6% | $12,624-88.2% |