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 | $29,871 | $63,861-53.2% | $104,607-71.4% | $79,858-62.6% |
| Participation rate | 80.7% | 64.9%+15.8pp | 74.1%+6.6pp | 69.6%+11.1pp |
| Annual return | 12.32% | 21.30%-9.0pp | 340.46%-328.1pp | 31.71%-19.4pp |
| Employer contribution / active EE | $280 | $1,588-82.4% | $2,681-89.6% | $2,471-88.7% |
| Participant deferral / active EE | $1,688 | $2,693-37.3% | $3,740-54.9% | $3,740-54.9% |
| Admin fee / account holder | $405 | $4,185-90.3% | $6,473-93.7% | $5,306-92.4% |