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 | $47,124 | $74,927-37.1% | $101,794-53.7% | $84,808-44.4% |
| Participation rate | 78.0% | 61.4%+16.6pp | 69.2%+8.9pp | 68.3%+9.7pp |
| Annual return | 18.23% | 18.70%-0.5pp | 30.53%-12.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,402 | $1,522-7.9% | $2,289-38.7% | $2,631-46.7% |
| Participant deferral / active EE | $4,005 | $3,099+29.2% | $4,084-1.9% | $4,212-4.9% |
| Admin fee / account holder | $2,037 | $6,514-68.7% | $8,777-76.8% | $7,344-72.3% |