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 | $51,678 | $80,968-36.2% | $96,544-46.5% | $75,163-31.2% |
| Participation rate | 84.4% | 71.8%+12.6pp | 76.0%+8.4pp | 67.2%+17.2pp |
| Annual return | 21.66% | 27.06%-5.4pp | 25.84%-4.2pp | 160.62%-139.0pp |
| Employer contribution / active EE | $975 | $2,282-57.3% | $2,965-67.1% | $2,670-63.5% |
| Participant deferral / active EE | $2,568 | $3,928-34.6% | $4,851-47.1% | $4,125-37.7% |
| Admin fee / account holder | $1,318 | $6,724-80.4% | $8,252-84.0% | $5,651-76.7% |