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 | $20,684 | $96,557-78.6% | $80,975-74.5% | $273,961-92.5% |
| Participation rate | 80.0% | 79.1%+0.9pp | 75.8%+4.2pp | 83.0%-3.0pp |
| Annual return | 10.84% | 15.14%-4.3pp | 17.10%-6.3pp | 41.45%-30.6pp |
| Employer contribution / active EE | $2,463 | $4,868-49.4% | $3,714-33.7% | $4,869-49.4% |
| Participant deferral / active EE | $3,429 | $6,598-48.0% | $5,696-39.8% | $5,287-35.1% |
| Admin fee / account holder | $1,448 | $7,492-80.7% | $5,516-73.7% | $10,132-85.7% |