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 | $31,841 | $117,381-72.9% | $99,443-68.0% | $152,861-79.2% |
| Participation rate | 83.3% | 77.5%+5.8pp | 73.8%+9.5pp | 82.4%+0.9pp |
| Annual return | 15.06% | 31.87%-16.8pp | 30.72%-15.7pp | 345.32%-330.3pp |
| Employer contribution / active EE | $933 | $3,013-69.0% | $2,540-63.3% | $4,762-80.4% |
| Participant deferral / active EE | $1,250 | $4,086-69.4% | $3,619-65.5% | $5,850-78.6% |
| Admin fee / account holder | $351 | $7,631-95.4% | $6,250-94.4% | $11,596-97.0% |