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 | $55,618 | $72,012-22.8% | $185,823-70.1% | $79,858-30.4% |
| Participation rate | 79.0% | 65.8%+13.3pp | 78.0%+1.0pp | 69.6%+9.4pp |
| Annual return | 12.81% | 23.12%-10.3pp | 35.95%-23.1pp | 31.71%-18.9pp |
| Employer contribution / active EE | $477 | $1,965-75.7% | $4,087-88.3% | $2,471-80.7% |
| Participant deferral / active EE | $2,762 | $3,779-26.9% | $5,632-51.0% | $3,740-26.2% |
| Admin fee / account holder | $3,090 | $4,513-31.5% | $9,500-67.5% | $5,306-41.8% |