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 | $48,265 | $103,376-53.3% | $87,100-44.6% | $152,861-68.4% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 22.72% | 28.10%-5.4pp | 28.19%-5.5pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,336 | $3,220-27.5% | $2,521-7.4% | $4,762-51.0% |
| Participant deferral / active EE | $5,444 | $4,778+13.9% | $4,049+34.5% | $5,850-6.9% |
| Admin fee / account holder | $2,570 | $12,205-78.9% | $7,497-65.7% | $11,596-77.8% |