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 | $44,962 | $102,828-56.3% | $105,387-57.3% | $152,861-70.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 21.75% | 20.85%+0.9pp | 26.82%-5.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,283 | $4,473-71.3% | $4,213-69.6% | $4,762-73.1% |
| Participant deferral / active EE | $2,817 | $5,465-48.4% | $5,502-48.8% | $5,850-51.8% |
| Admin fee / account holder | $737 | $8,683-91.5% | $6,559-88.8% | $11,596-93.6% |