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 | $33,987 | $72,492-53.1% | $87,100-61.0% | $72,985-53.4% |
| Participation rate | 81.3% | 72.8%+8.4pp | 76.9%+4.4pp | 69.5%+11.8pp |
| Annual return | 24.35% | 24.46%-0.1pp | 28.19%-3.8pp | 81.00%-56.7pp |
| Employer contribution / active EE | $857 | $1,894-54.8% | $2,521-66.0% | $2,440-64.9% |
| Participant deferral / active EE | $2,632 | $3,270-19.5% | $4,049-35.0% | $3,607-27.0% |
| Admin fee / account holder | $1,664 | $5,055-67.1% | $7,497-77.8% | $5,124-67.5% |