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 | $48,531 | $64,839-25.2% | $95,585-49.2% | $84,808-42.8% |
| Participation rate | 85.4% | 63.8%+21.6pp | 72.1%+13.3pp | 68.3%+17.1pp |
| Annual return | 14.82% | -670.96%+685.8pp | 38.56%-23.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,544 | $2,965-14.2% | $4,023-36.7% | $4,212-39.6% |
| Admin fee / account holder | $7,139 | $5,964+19.7% | $6,127+16.5% | $7,344-2.8% |