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 | $42,776 | $109,881-61.1% | $150,045-71.5% | $84,808-49.6% |
| Participation rate | 80.8% | 76.1%+4.7pp | 82.3%-1.6pp | 68.3%+12.5pp |
| Annual return | 33.76% | 28.25%+5.5pp | 62.55%-28.8pp | 40.90%-7.1pp |
| Employer contribution / active EE | $3,191 | $3,561-10.4% | $4,693-32.0% | $2,631+21.3% |
| Participant deferral / active EE | $9,415 | $6,636+41.9% | $7,997+17.7% | $4,212+123.5% |
| Admin fee / account holder | $1,129 | $8,568-86.8% | $13,435-91.6% | $7,344-84.6% |