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 | $30,942 | $109,881-71.8% | $150,045-79.4% | $84,808-63.5% |
| Participation rate | 96.1% | 76.1%+20.0pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 14.56% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,780 | $3,561-21.9% | $4,693-40.8% | $2,631+5.7% |
| Participant deferral / active EE | $5,035 | $6,636-24.1% | $7,997-37.0% | $4,212+19.6% |
| Admin fee / account holder | $7,543 | $8,568-12.0% | $13,435-43.9% | $7,344+2.7% |