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 | $14,730 | $64,839-77.3% | $95,585-84.6% | $84,808-82.6% |
| Participation rate | 88.9% | 63.8%+25.1pp | 72.1%+16.8pp | 68.3%+20.6pp |
| Annual return | 16.34% | -670.96%+687.3pp | 38.56%-22.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,129 | $1,759-35.8% | $2,527-55.3% | $2,631-57.1% |
| Participant deferral / active EE | $2,890 | $2,965-2.5% | $4,023-28.2% | $4,212-31.4% |
| Admin fee / account holder | $456 | $5,964-92.3% | $6,127-92.6% | $7,344-93.8% |