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 | $38,268 | $131,829-71.0% | $108,579-64.8% | $273,961-86.0% |
| Participation rate | 84.2% | 83.5%+0.8pp | 79.6%+4.6pp | 83.0%+1.2pp |
| Annual return | 7.82% | -91.57%+99.4pp | -51.70%+59.5pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,487 | $4,912-69.7% | $3,758-60.4% | $4,869-69.5% |
| Participant deferral / active EE | $3,129 | $5,127-39.0% | $4,311-27.4% | $5,287-40.8% |
| Admin fee / account holder | $2,527 | $10,252-75.4% | $7,645-67.0% | $10,132-75.1% |