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 | $27,106 | $37,426-27.6% | $77,482-65.0% | $79,858-66.1% |
| Participation rate | 98.0% | 41.5%+56.5pp | 54.2%+43.9pp | 69.6%+28.4pp |
| Annual return | 11.87% | 39.70%-27.8pp | 54.79%-42.9pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,187 | $637+86.5% | $986+20.4% | $2,471-51.9% |
| Participant deferral / active EE | $3,290 | $1,260+161.1% | $1,861+76.8% | $3,740-12.0% |
| Admin fee / account holder | $360 | $2,504-85.6% | $2,858-87.4% | $5,306-93.2% |