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 | $62,350 | $63,764-2.2% | $81,930-23.9% | $79,858-21.9% |
| Participation rate | 75.0% | 67.5%+7.5pp | 72.0%+3.0pp | 69.6%+5.4pp |
| Annual return | 10.86% | 22.66%-11.8pp | 29.49%-18.6pp | 31.71%-20.9pp |
| Employer contribution / active EE | $354 | $1,795-80.3% | $4,310-91.8% | $2,471-85.7% |
| Participant deferral / active EE | $2,003 | $2,780-28.0% | $7,107-71.8% | $3,740-46.4% |
| Admin fee / account holder | $1,773 | $4,426-59.9% | $5,158-65.6% | $5,306-66.6% |