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 | $32,144 | $77,419-58.5% | $69,455-53.7% | $152,861-79.0% |
| Participation rate | 81.0% | 78.1%+2.8pp | 74.6%+6.3pp | 82.4%-1.5pp |
| Annual return | 24.61% | 39.06%-14.5pp | 28.97%-4.4pp | 345.32%-320.7pp |
| Employer contribution / active EE | $2,520 | $3,315-24.0% | $2,779-9.3% | $4,762-47.1% |
| Participant deferral / active EE | $5,485 | $4,414+24.3% | $3,535+55.1% | $5,850-6.2% |
| Admin fee / account holder | $1,150 | $6,207-81.5% | $3,839-70.0% | $11,596-90.1% |