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 | $19,969 | $59,101-66.2% | $77,163-74.1% | $75,163-73.4% |
| Participation rate | 90.5% | 63.9%+26.6pp | 69.6%+20.9pp | 67.2%+23.3pp |
| Annual return | 13.57% | 26.71%-13.1pp | 37.87%-24.3pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,638 | $1,995-17.9% | $2,535-35.4% | $2,670-38.7% |
| Participant deferral / active EE | $2,419 | $2,999-19.4% | $3,833-36.9% | $4,125-41.4% |
| Admin fee / account holder | $807 | $4,774-83.1% | $5,472-85.3% | $5,651-85.7% |