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 6-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 | $27,941 | $68,547-59.2% | $120,354-76.8% | $80,856-65.4% |
| Participation rate | 82.4% | 61.6%+20.8pp | 71.9%+10.4pp | 67.6%+14.7pp |
| Annual return | 11.98% | 23.60%-11.6pp | 107.15%-95.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,853 | $2,051-9.7% | $3,463-46.5% | $2,755-32.7% |
| Participant deferral / active EE | $3,364 | $3,173+6.0% | $4,991-32.6% | $4,296-21.7% |
| Admin fee / account holder | $8,487 | $5,732+48.1% | $9,423-9.9% | $6,918+22.7% |