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 | $33,218 | $81,460-59.2% | $103,333-67.9% | $80,856-58.9% |
| Participation rate | 76.7% | 66.8%+9.8pp | 74.5%+2.2pp | 67.6%+9.0pp |
| Annual return | 12.28% | 25.55%-13.3pp | 24.88%-12.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,707 | $3,105-45.0% | $3,868-55.9% | $2,755-38.0% |
| Participant deferral / active EE | $3,030 | $3,869-21.7% | $5,057-40.1% | $4,296-29.5% |
| Admin fee / account holder | $2,621 | $6,566-60.1% | $8,355-68.6% | $6,918-62.1% |