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 | $51,050 | $80,717-36.8% | $154,803-67.0% | $84,808-39.8% |
| Participation rate | 80.9% | 66.8%+14.1pp | 78.1%+2.8pp | 68.3%+12.6pp |
| Annual return | 15.96% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,597 | $2,761-6.0% | $4,305-39.7% | $2,631-1.3% |
| Participant deferral / active EE | $4,498 | $3,303+36.2% | $5,540-18.8% | $4,212+6.8% |
| Admin fee / account holder | $512 | $6,746-92.4% | $14,329-96.4% | $7,344-93.0% |