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 | $57,327 | $93,571-38.7% | $135,903-57.8% | $75,163-23.7% |
| Participation rate | 97.9% | 75.2%+22.8pp | 81.9%+16.0pp | 67.2%+30.7pp |
| Annual return | 21.63% | 30.90%-9.3pp | 68.23%-46.6pp | 160.62%-139.0pp |
| Employer contribution / active EE | $3,136 | $3,537-11.3% | $4,856-35.4% | $2,670+17.5% |
| Participant deferral / active EE | $8,687 | $6,404+35.6% | $7,758+12.0% | $4,125+110.6% |
| Admin fee / account holder | $3,735 | $6,975-46.5% | $10,762-65.3% | $5,651-33.9% |