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 | $42,640 | $86,929-50.9% | $102,423-58.4% | $80,856-47.3% |
| Participation rate | 98.0% | 72.4%+25.6pp | 76.5%+21.5pp | 67.6%+30.4pp |
| Annual return | 14.36% | 18.88%-4.5pp | 29.32%-15.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,420 | $2,369+2.2% | $3,023-19.9% | $2,755-12.1% |
| Participant deferral / active EE | $5,652 | $4,118+37.2% | $5,053+11.9% | $4,296+31.6% |
| Admin fee / account holder | $1,929 | $8,049-76.0% | $9,451-79.6% | $6,918-72.1% |