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 | $32,248 | $80,717-60.0% | $154,803-79.2% | $84,808-62.0% |
| Participation rate | 90.3% | 66.8%+23.5pp | 78.1%+12.2pp | 68.3%+22.0pp |
| Annual return | 15.29% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,829 | $2,761+2.4% | $4,305-34.3% | $2,631+7.5% |
| Participant deferral / active EE | $2,641 | $3,303-20.0% | $5,540-52.3% | $4,212-37.3% |
| Admin fee / account holder | $928 | $6,746-86.2% | $14,329-93.5% | $7,344-87.4% |