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 | $54,504 | $76,367-28.6% | $93,606-41.8% | $72,985-25.3% |
| Participation rate | 94.9% | 71.7%+23.1pp | 75.8%+19.0pp | 69.5%+25.4pp |
| Annual return | 24.18% | 25.82%-1.6pp | 32.76%-8.6pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,494 | $2,275-34.3% | $2,718-45.0% | $2,440-38.8% |
| Participant deferral / active EE | $3,628 | $3,538+2.5% | $4,069-10.8% | $3,607+0.6% |
| Admin fee / account holder | $1,133 | $6,838-83.4% | $7,888-85.6% | $5,124-77.9% |