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 | $47,815 | $74,927-36.2% | $101,794-53.0% | $84,808-43.6% |
| Participation rate | 81.5% | 61.4%+20.1pp | 69.2%+12.4pp | 68.3%+13.2pp |
| Annual return | 15.46% | 18.70%-3.2pp | 30.53%-15.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,768 | $1,522+16.2% | $2,289-22.8% | $2,631-32.8% |
| Participant deferral / active EE | $4,474 | $3,099+44.4% | $4,084+9.5% | $4,212+6.2% |
| Admin fee / account holder | $1,840 | $6,514-71.8% | $8,777-79.0% | $7,344-74.9% |