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 | $41,999 | $62,573-32.9% | $85,682-51.0% | $85,850-51.1% |
| Participation rate | 70.0% | 61.1%+8.9pp | 69.9%+0.1pp | 69.3%+0.7pp |
| Annual return | 14.49% | 23.77%-9.3pp | 21.49%-7.0pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,814 | $1,757+3.2% | $2,618-30.7% | $2,565-29.3% |
| Participant deferral / active EE | $4,441 | $2,802+58.5% | $3,923+13.2% | $3,952+12.4% |
| Admin fee / account holder | $12,619 | $4,640+171.9% | $6,873+83.6% | $6,260+101.6% |