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 | $29,398 | $55,706-47.2% | $75,886-61.3% | $72,985-59.7% |
| Participation rate | 71.9% | 61.1%+10.8pp | 69.3%+2.6pp | 69.5%+2.4pp |
| Annual return | 27.15% | 27.59%-0.4pp | 30.76%-3.6pp | 81.00%-53.9pp |
| Employer contribution / active EE | $1,171 | $1,687-30.6% | $2,500-53.2% | $2,440-52.0% |
| Participant deferral / active EE | $1,991 | $2,634-24.4% | $3,603-44.7% | $3,607-44.8% |
| Admin fee / account holder | $1,322 | $3,978-66.8% | $5,418-75.6% | $5,124-74.2% |