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 | $25,735 | $54,726-53.0% | $68,793-62.6% | $64,186-59.9% |
| Participation rate | 82.1% | 68.0%+14.1pp | 72.2%+9.9pp | 69.6%+12.6pp |
| Annual return | 7.27% | -1.62%+8.9pp | -4.63%+11.9pp | 7.63%-0.4pp |
| Employer contribution / active EE | $2,117 | $1,846+14.7% | $2,625-19.3% | $2,381-11.1% |
| Participant deferral / active EE | $3,840 | $2,626+46.2% | $3,311+16.0% | $3,470+10.7% |
| Admin fee / account holder | $815 | $4,027-79.8% | $5,131-84.1% | $4,888-83.3% |