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 | $43,074 | $73,933-41.7% | $96,683-55.4% | $75,163-42.7% |
| Participation rate | 96.4% | 66.4%+29.9pp | 74.3%+22.0pp | 67.2%+29.2pp |
| Annual return | 13.36% | 26.70%-13.3pp | 35.69%-22.3pp | 160.62%-147.3pp |
| Employer contribution / active EE | $816 | $2,928-72.1% | $3,737-78.2% | $2,670-69.4% |
| Participant deferral / active EE | $5,487 | $3,659+50.0% | $4,878+12.5% | $4,125+33.0% |
| Admin fee / account holder | $1,025 | $5,216-80.3% | $6,730-84.8% | $5,651-81.9% |