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 7-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 | $29,042 | $99,341-70.8% | $84,750-65.7% | $273,961-89.4% |
| Participation rate | 72.7% | 80.7%-8.0pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 8.87% | 22.93%-14.1pp | 22.78%-13.9pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,797 | $4,214-57.3% | $3,574-49.7% | $4,869-63.1% |
| Participant deferral / active EE | $4,341 | $4,269+1.7% | $3,712+17.0% | $5,287-17.9% |
| Admin fee / account holder | $357 | $6,644-94.6% | $5,332-93.3% | $10,132-96.5% |