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 10-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 | $44,679 | $45,073-0.9% | $69,455-35.7% | $72,985-38.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 16.98% | 22.65%-5.7pp | 28.97%-12.0pp | 81.00%-64.0pp |
| Employer contribution / active EE | $1,861 | $2,054-9.4% | $2,779-33.0% | $2,440-23.7% |
| Participant deferral / active EE | $1,985 | $2,602-23.7% | $3,535-43.9% | $3,607-45.0% |
| Admin fee / account holder | $2,608 | $3,056-14.6% | $3,839-32.1% | $5,124-49.1% |