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 | $43,422 | $105,931-59.0% | $81,930-47.0% | $158,922-72.7% |
| Participation rate | 94.1% | 75.6%+18.5pp | 72.0%+22.1pp | 82.0%+12.2pp |
| Annual return | 15.61% | 38.17%-22.6pp | 29.49%-13.9pp | 302.83%-287.2pp |
| Employer contribution / active EE | $4,194 | $7,800-46.2% | $4,310-2.7% | $4,761-11.9% |
| Participant deferral / active EE | $4,343 | $13,003-66.6% | $7,107-38.9% | $5,982-27.4% |
| Admin fee / account holder | $409 | $8,489-95.2% | $5,158-92.1% | $11,246-96.4% |