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 | $43,236 | $76,367-43.4% | $93,606-53.8% | $72,985-40.8% |
| Participation rate | 75.7% | 71.7%+3.9pp | 75.8%-0.2pp | 69.5%+6.2pp |
| Annual return | 23.17% | 25.82%-2.6pp | 32.76%-9.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $2,016 | $2,275-11.4% | $2,718-25.8% | $2,440-17.4% |
| Participant deferral / active EE | $3,675 | $3,538+3.9% | $4,069-9.7% | $3,607+1.9% |
| Admin fee / account holder | $2,206 | $6,838-67.7% | $7,888-72.0% | $5,124-56.9% |