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 | $37,284 | $104,664-64.4% | $85,682-56.5% | $167,490-77.7% |
| Participation rate | 81.8% | 76.4%+5.5pp | 69.9%+12.0pp | 82.1%-0.3pp |
| Annual return | 17.50% | 21.45%-3.9pp | 21.49%-4.0pp | 478.56%-461.1pp |
| Employer contribution / active EE | $2,083 | $3,337-37.6% | $2,618-20.4% | $4,837-56.9% |
| Participant deferral / active EE | $3,181 | $4,824-34.1% | $3,923-18.9% | $6,341-49.8% |
| Admin fee / account holder | $1,081 | $10,032-89.2% | $6,873-84.3% | $12,309-91.2% |