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 | $35,234 | $83,477-57.8% | $125,175-71.9% | $72,985-51.7% |
| Participation rate | 97.1% | 73.3%+23.7pp | 79.8%+17.3pp | 69.5%+27.6pp |
| Annual return | 18.43% | 25.78%-7.3pp | 43.79%-25.4pp | 81.00%-62.6pp |
| Employer contribution / active EE | $735 | $2,345-68.6% | $3,865-81.0% | $2,440-69.9% |
| Participant deferral / active EE | $3,747 | $3,585+4.5% | $4,937-24.1% | $3,607+3.9% |
| Admin fee / account holder | $4,748 | $5,517-13.9% | $9,702-51.1% | $5,124-7.3% |