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 | $35,159 | $72,492-51.5% | $87,100-59.6% | $72,985-51.8% |
| Participation rate | 88.1% | 72.8%+15.3pp | 76.9%+11.2pp | 69.5%+18.6pp |
| Annual return | 21.37% | 24.46%-3.1pp | 28.19%-6.8pp | 81.00%-59.6pp |
| Employer contribution / active EE | $879 | $1,894-53.6% | $2,521-65.1% | $2,440-64.0% |
| Participant deferral / active EE | $4,072 | $3,270+24.5% | $4,049+0.6% | $3,607+12.9% |
| Admin fee / account holder | $1,119 | $5,055-77.9% | $7,497-85.1% | $5,124-78.2% |