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 | $43,752 | $81,248-46.1% | $155,509-71.9% | $80,856-45.9% |
| Participation rate | 81.5% | 66.2%+15.3pp | 78.2%+3.3pp | 67.6%+13.8pp |
| Annual return | 13.28% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,378 | $3,100-23.3% | $4,672-49.1% | $2,755-13.7% |
| Participant deferral / active EE | $3,181 | $3,452-7.8% | $5,626-43.5% | $4,296-25.9% |
| Admin fee / account holder | $1,997 | $7,997-75.0% | $15,912-87.4% | $6,918-71.1% |