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 | $55,544 | $201,272-72.4% | $184,203-69.8% | $145,922-61.9% |
| Participation rate | 91.3% | 87.5%+3.8pp | 86.8%+4.5pp | 80.3%+11.0pp |
| Annual return | 13.99% | 29.00%-15.0pp | 28.81%-14.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $7,088 | $7,022+0.9% | $6,427+10.3% | $4,660+52.1% |
| Participant deferral / active EE | $10,658 | $9,806+8.7% | $9,131+16.7% | $6,688+59.4% |
| Admin fee / account holder | $3,490 | $16,364-78.7% | $13,901-74.9% | $13,397-74.0% |