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 | $51,558 | $115,882-55.5% | $100,516-48.7% | $158,922-67.6% |
| Participation rate | 77.8% | 81.6%-3.8pp | 79.4%-1.6pp | 82.0%-4.2pp |
| Annual return | 13.28% | 34.79%-21.5pp | 30.89%-17.6pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,235 | $4,103-45.5% | $3,418-34.6% | $4,761-53.1% |
| Participant deferral / active EE | $4,761 | $6,674-28.7% | $6,270-24.1% | $5,982-20.4% |
| Admin fee / account holder | $351 | $10,995-96.8% | $8,081-95.7% | $11,246-96.9% |