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 | $18,093 | $107,452-83.2% | $91,541-80.2% | $142,382-87.3% |
| Participation rate | 93.3% | 75.1%+18.3pp | 69.8%+23.6pp | 80.1%+13.2pp |
| Annual return | 17.89% | 22.06%-4.2pp | 20.50%-2.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,781 | $2,994-7.1% | $2,505+11.0% | $4,299-35.3% |
| Participant deferral / active EE | $7,621 | $4,754+60.3% | $4,008+90.2% | $6,507+17.1% |
| Admin fee / account holder | $2,948 | $8,834-66.6% | $6,956-57.6% | $12,624-76.6% |