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 | $43,954 | $70,475-37.6% | $100,516-56.3% | $79,858-45.0% |
| Participation rate | 73.1% | 73.7%-0.5pp | 79.4%-6.3pp | 69.6%+3.5pp |
| Annual return | 18.24% | 21.90%-3.7pp | 30.89%-12.7pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,578 | $2,165-27.1% | $3,418-53.8% | $2,471-36.2% |
| Participant deferral / active EE | $2,765 | $5,181-46.6% | $6,270-55.9% | $3,740-26.1% |
| Admin fee / account holder | $1,963 | $4,478-56.2% | $8,081-75.7% | $5,306-63.0% |