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 | $24,632 | $89,753-72.6% | $107,525-77.1% | $84,808-71.0% |
| Participation rate | 83.3% | 68.1%+15.3pp | 75.1%+8.3pp | 68.3%+15.0pp |
| Annual return | 18.65% | 29.48%-10.8pp | 181.32%-162.7pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,401 | $3,113-22.9% | $3,754-36.0% | $2,631-8.8% |
| Participant deferral / active EE | $4,324 | $4,056+6.6% | $5,116-15.5% | $4,212+2.7% |
| Admin fee / account holder | $1,484 | $7,222-79.5% | $8,919-83.4% | $7,344-79.8% |