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 | $60,638 | $78,926-23.2% | $136,749-55.7% | $84,808-28.5% |
| Participation rate | 80.0% | 62.2%+17.8pp | 72.1%+7.9pp | 68.3%+11.7pp |
| Annual return | 13.28% | 18.17%-4.9pp | 24.33%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,246 | $2,134-41.6% | $3,400-63.4% | $2,631-52.7% |
| Participant deferral / active EE | $2,347 | $3,168-25.9% | $4,692-50.0% | $4,212-44.3% |
| Admin fee / account holder | $8,875 | $6,369+39.4% | $11,386-22.1% | $7,344+20.9% |