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 | $53,119 | $80,968-34.4% | $96,544-45.0% | $75,163-29.3% |
| Participation rate | 80.0% | 71.8%+8.2pp | 76.0%+4.0pp | 67.2%+12.8pp |
| Annual return | 31.85% | 27.06%+4.8pp | 25.84%+6.0pp | 160.62%-128.8pp |
| Employer contribution / active EE | $1,657 | $2,282-27.4% | $2,965-44.1% | $2,670-37.9% |
| Participant deferral / active EE | $5,618 | $3,928+43.0% | $4,851+15.8% | $4,125+36.2% |
| Admin fee / account holder | $1,099 | $6,724-83.7% | $8,252-86.7% | $5,651-80.5% |