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 | $43,272 | $76,401-43.4% | $106,387-59.3% | $64,186-32.6% |
| Participation rate | 89.4% | 73.5%+15.8pp | 77.5%+11.9pp | 69.6%+19.8pp |
| Annual return | 7.15% | -2.19%+9.3pp | 0.25%+6.9pp | 7.63%-0.5pp |
| Employer contribution / active EE | $1,303 | $2,680-51.4% | $3,520-63.0% | $2,381-45.3% |
| Participant deferral / active EE | $2,600 | $4,274-39.2% | $5,421-52.0% | $3,470-25.1% |
| Admin fee / account holder | $1,350 | $4,610-70.7% | $7,510-82.0% | $4,888-72.4% |