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 | $28,245 | $74,927-62.3% | $101,794-72.3% | $84,808-66.7% |
| Participation rate | 81.3% | 61.4%+19.8pp | 69.2%+12.1pp | 68.3%+12.9pp |
| Annual return | 14.53% | 18.70%-4.2pp | 30.53%-16.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,132 | $1,522+40.1% | $2,289-6.9% | $2,631-19.0% |
| Participant deferral / active EE | $2,184 | $3,099-29.5% | $4,084-46.5% | $4,212-48.2% |
| Admin fee / account holder | $531 | $6,514-91.9% | $8,777-94.0% | $7,344-92.8% |