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 3-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 | $11,429 | $106,584-89.3% | $101,326-88.7% | $142,382-92.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 37.99% | 36.93%+1.1pp | 36.82%+1.2pp | 217.08%-179.1pp |
| Employer contribution / active EE | $1,842 | $3,956-53.4% | $3,665-49.7% | $4,299-57.1% |
| Participant deferral / active EE | $4,527 | $8,297-45.4% | $7,994-43.4% | $6,507-30.4% |
| Admin fee / account holder | $1,524 | $11,446-86.7% | $11,185-86.4% | $12,624-87.9% |