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 | $29,942 | $81,248-63.1% | $155,509-80.7% | $80,856-63.0% |
| Participation rate | 87.3% | 66.2%+21.1pp | 78.2%+9.1pp | 67.6%+19.7pp |
| Annual return | 11.72% | 33.31%-21.6pp | 64.67%-52.9pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,988 | $3,100-35.9% | $4,672-57.5% | $2,755-27.8% |
| Participant deferral / active EE | $3,690 | $3,452+6.9% | $5,626-34.4% | $4,296-14.1% |
| Admin fee / account holder | $11,833 | $7,997+48.0% | $15,912-25.6% | $6,918+71.1% |