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 | $41,858 | $183,519-77.2% | $155,509-73.1% | $145,922-71.3% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 11.48% | 61.17%-49.7pp | 64.67%-53.2pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,437 | $5,313-54.1% | $4,672-47.8% | $4,660-47.7% |
| Participant deferral / active EE | $4,549 | $6,462-29.6% | $5,626-19.1% | $6,688-32.0% |
| Admin fee / account holder | $380 | $19,313-98.0% | $15,912-97.6% | $13,397-97.2% |