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 | $19,936 | $65,365-69.5% | $92,893-78.5% | $72,985-72.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 22.82% | 42.10%-19.3pp | 109.41%-86.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,025 | $2,594-21.9% | $3,653-44.6% | $2,440-17.0% |
| Participant deferral / active EE | $3,641 | $3,128+16.4% | $4,236-14.0% | $3,607+0.9% |
| Admin fee / account holder | $1,144 | $4,251-73.1% | $5,794-80.3% | $5,124-77.7% |