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 | $54,587 | $65,365-16.5% | $92,893-41.2% | $72,985-25.2% |
| Participation rate | 88.6% | 68.3%+20.3pp | 76.0%+12.6pp | 69.5%+19.1pp |
| Annual return | 21.95% | 42.10%-20.2pp | 109.41%-87.5pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,341 | $2,594-48.3% | $3,653-63.3% | $2,440-45.0% |
| Participant deferral / active EE | $5,762 | $3,128+84.2% | $4,236+36.0% | $3,607+59.7% |
| Admin fee / account holder | $3,142 | $4,251-26.1% | $5,794-45.8% | $5,124-38.7% |