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 | $55,909 | $86,929-35.7% | $102,423-45.4% | $80,856-30.9% |
| Participation rate | 76.0% | 72.4%+3.6pp | 76.5%-0.5pp | 67.6%+8.4pp |
| Annual return | 15.14% | 18.88%-3.7pp | 29.32%-14.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,386 | $2,369-41.5% | $3,023-54.2% | $2,755-49.7% |
| Participant deferral / active EE | $2,755 | $4,118-33.1% | $5,053-45.5% | $4,296-35.9% |
| Admin fee / account holder | $32,417 | $8,049+302.8% | $9,451+243.0% | $6,918+368.6% |