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 | $34,143 | $72,492-52.9% | $87,100-60.8% | $72,985-53.2% |
| Participation rate | 84.5% | 72.8%+11.7pp | 76.9%+7.6pp | 69.5%+15.0pp |
| Annual return | 28.83% | 24.46%+4.4pp | 28.19%+0.6pp | 81.00%-52.2pp |
| Employer contribution / active EE | $1,295 | $1,894-31.6% | $2,521-48.6% | $2,440-46.9% |
| Participant deferral / active EE | $3,446 | $3,270+5.4% | $4,049-14.9% | $3,607-4.5% |
| Admin fee / account holder | $677 | $5,055-86.6% | $7,497-91.0% | $5,124-86.8% |