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 | $42,440 | $52,580-19.3% | $71,671-40.8% | $70,131-39.5% |
| Participation rate | 74.4% | 60.9%+13.5pp | 68.7%+5.6pp | 69.5%+4.8pp |
| Annual return | 15.72% | 20.25%-4.5pp | 20.65%-4.9pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,204 | $1,616-25.5% | $2,460-51.0% | $2,342-48.6% |
| Participant deferral / active EE | $1,840 | $2,386-22.9% | $3,438-46.5% | $3,332-44.8% |
| Admin fee / account holder | $4,448 | $3,653+21.8% | $5,558-20.0% | $4,645-4.3% |