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 | $62,552 | $74,927-16.5% | $101,794-38.6% | $84,808-26.2% |
| Participation rate | 76.0% | 61.4%+14.6pp | 69.2%+6.8pp | 68.3%+7.7pp |
| Annual return | 14.07% | 18.70%-4.6pp | 30.53%-16.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $420 | $1,522-72.4% | $2,289-81.7% | $2,631-84.1% |
| Participant deferral / active EE | $2,020 | $3,099-34.8% | $4,084-50.5% | $4,212-52.0% |
| Admin fee / account holder | $2,934 | $6,514-55.0% | $8,777-66.6% | $7,344-60.0% |