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 | $50,855 | $91,552-44.5% | $133,956-62.0% | $79,858-36.3% |
| Participation rate | 81.8% | 73.3%+8.5pp | 79.8%+2.0pp | 69.6%+12.2pp |
| Annual return | 17.61% | 61.85%-44.2pp | 45.09%-27.5pp | 31.71%-14.1pp |
| Employer contribution / active EE | $2,994 | $2,384+25.6% | $3,919-23.6% | $2,471+21.2% |
| Participant deferral / active EE | $5,127 | $3,733+37.3% | $5,048+1.6% | $3,740+37.1% |
| Admin fee / account holder | $2,507 | $6,321-60.3% | $8,927-71.9% | $5,306-52.8% |