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 | $43,016 | $76,367-43.7% | $93,606-54.0% | $72,985-41.1% |
| Participation rate | 72.0% | 71.7%+0.3pp | 75.8%-3.8pp | 69.5%+2.5pp |
| Annual return | 27.71% | 25.82%+1.9pp | 32.76%-5.1pp | 81.00%-53.3pp |
| Employer contribution / active EE | $1,859 | $2,275-18.3% | $2,718-31.6% | $2,440-23.8% |
| Participant deferral / active EE | $2,898 | $3,538-18.1% | $4,069-28.8% | $3,607-19.7% |
| Admin fee / account holder | $817 | $6,838-88.1% | $7,888-89.6% | $5,124-84.1% |