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 | $29,097 | $49,227-40.9% | $70,449-58.7% | $79,858-63.6% |
| Participation rate | 77.4% | 69.2%+8.2pp | 75.1%+2.3pp | 69.6%+7.7pp |
| Annual return | 20.24% | 30.06%-9.8pp | 109.03%-88.8pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,162 | $2,099-44.6% | $2,737-57.5% | $2,471-53.0% |
| Participant deferral / active EE | $2,701 | $2,768-2.4% | $3,709-27.2% | $3,740-27.8% |
| Admin fee / account holder | $1,135 | $2,878-60.6% | $3,845-70.5% | $5,306-78.6% |