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 | $48,049 | $87,013-44.8% | $106,213-54.8% | $80,856-40.6% |
| Participation rate | 92.1% | 70.4%+21.7pp | 75.3%+16.8pp | 67.6%+24.5pp |
| Annual return | 19.32% | 17.05%+2.3pp | 116.14%-96.8pp | 35.59%-16.3pp |
| Employer contribution / active EE | $726 | $2,395-69.7% | $3,171-77.1% | $2,755-73.7% |
| Participant deferral / active EE | $3,273 | $3,986-17.9% | $5,016-34.7% | $4,296-23.8% |
| Admin fee / account holder | $2,244 | $8,431-73.4% | $11,033-79.7% | $6,918-67.6% |