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 | $19,695 | $54,726-64.0% | $68,793-71.4% | $64,186-69.3% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 22.88% | -1.62%+24.5pp | -4.63%+27.5pp | 7.63%+15.2pp |
| Employer contribution / active EE | $1,013 | $1,846-45.1% | $2,625-61.4% | $2,381-57.5% |
| Participant deferral / active EE | $3,166 | $2,626+20.6% | $3,311-4.4% | $3,470-8.7% |
| Admin fee / account holder | $2,412 | $4,027-40.1% | $5,131-53.0% | $4,888-50.6% |