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 | $24,870 | $53,777-53.8% | $134,143-81.5% | $79,858-68.9% |
| Participation rate | 95.2% | 58.8%+36.5pp | 72.2%+23.1pp | 69.6%+25.6pp |
| Annual return | 17.57% | 19.01%-1.4pp | 36.33%-18.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $357 | $1,321-73.0% | $3,704-90.4% | $2,471-85.5% |
| Participant deferral / active EE | $1,347 | $2,420-44.4% | $3,499-61.5% | $3,740-64.0% |
| Admin fee / account holder | $422 | $3,984-89.4% | $6,684-93.7% | $5,306-92.1% |