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 | $27,102 | $90,503-70.1% | $78,689-65.6% | $273,961-90.1% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 8.64% | 75.60%-67.0pp | 62.18%-53.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,608 | $3,176-49.4% | $2,851-43.6% | $4,869-67.0% |
| Participant deferral / active EE | $3,783 | $3,901-3.0% | $3,517+7.6% | $5,287-28.5% |
| Admin fee / account holder | $4,149 | $5,263-21.2% | $4,510-8.0% | $10,132-59.0% |