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 | $27,598 | $60,349-54.3% | $74,183-62.8% | $62,891-56.1% |
| Participation rate | 79.5% | 72.7%+6.8pp | 76.6%+2.9pp | 69.3%+10.2pp |
| Annual return | 5.02% | 21.37%-16.4pp | 17.74%-12.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,188 | $1,680-29.3% | $2,370-49.9% | $2,281-47.9% |
| Participant deferral / active EE | $1,844 | $2,856-35.4% | $3,550-48.1% | $3,203-42.4% |
| Admin fee / account holder | $1,114 | $4,261-73.9% | $5,586-80.1% | $4,296-74.1% |