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 6-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 | $49,201 | $93,571-47.4% | $135,903-63.8% | $75,163-34.5% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 19.97% | 30.90%-10.9pp | 68.23%-48.3pp | 160.62%-140.6pp |
| Employer contribution / active EE | $4,842 | $3,537+36.9% | $4,856-0.3% | $2,670+81.3% |
| Participant deferral / active EE | $11,133 | $6,404+73.8% | $7,758+43.5% | $4,125+169.9% |
| Admin fee / account holder | $915 | $6,975-86.9% | $10,762-91.5% | $5,651-83.8% |