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 9-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 | $63,798 | $127,386-49.9% | $115,037-44.5% | $125,391-49.1% |
| Participation rate | 82.4% | 84.2%-1.8pp | 81.4%+1.0pp | 83.2%-0.8pp |
| Annual return | 2.76% | 31.28%-28.5pp | 26.14%-23.4pp | 282.22%-279.5pp |
| Employer contribution / active EE | $3,967 | $5,166-23.2% | $4,608-13.9% | $4,866-18.5% |
| Participant deferral / active EE | $11,743 | $6,423+82.8% | $6,026+94.8% | $5,352+119.4% |
| Admin fee / account holder | $54,957 | $9,516+477.5% | $8,175+572.2% | $9,540+476.0% |