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 | $40,582 | $87,870-53.8% | $113,168-64.1% | $74,304-45.4% |
| Participation rate | 73.8% | 70.7%+3.1pp | 76.6%-2.7pp | 60.3%+13.5pp |
| Annual return | 17.96% | 26.44%-8.5pp | 24.27%-6.3pp | 29.43%-11.5pp |
| Employer contribution / active EE | $981 | $2,277-56.9% | $2,975-67.0% | $2,241-56.2% |
| Participant deferral / active EE | $3,280 | $4,241-22.7% | $5,107-35.8% | $3,767-12.9% |
| Admin fee / account holder | $3,636 | $3,368+8.0% | $12,068-69.9% | $2,969+22.5% |