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 | $47,470 | $93,571-49.3% | $135,903-65.1% | $75,163-36.8% |
| Participation rate | 74.2% | 75.2%-1.0pp | 81.9%-7.7pp | 67.2%+7.0pp |
| Annual return | 16.41% | 30.90%-14.5pp | 68.23%-51.8pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,889 | $3,537-46.6% | $4,856-61.1% | $2,670-29.3% |
| Participant deferral / active EE | $3,734 | $6,404-41.7% | $7,758-51.9% | $4,125-9.5% |
| Admin fee / account holder | $5,069 | $6,975-27.3% | $10,762-52.9% | $5,651-10.3% |