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 | $55,244 | $93,571-41.0% | $135,903-59.4% | $75,163-26.5% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 19.13% | 30.90%-11.8pp | 68.23%-49.1pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,589 | $3,537-26.8% | $4,856-46.7% | $2,670-3.0% |
| Participant deferral / active EE | $7,913 | $6,404+23.6% | $7,758+2.0% | $4,125+91.8% |
| Admin fee / account holder | $1,297 | $6,975-81.4% | $10,762-87.9% | $5,651-77.0% |