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 | $42,755 | $176,812-75.8% | $146,665-70.8% | $167,490-74.5% |
| Participation rate | 77.3% | 83.6%-6.3pp | 80.1%-2.8pp | 82.1%-4.8pp |
| Annual return | 13.48% | 24.03%-10.6pp | 22.74%-9.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $2,253 | $5,160-56.3% | $4,136-45.5% | $4,837-53.4% |
| Participant deferral / active EE | $4,544 | $6,440-29.4% | $5,506-17.5% | $6,341-28.3% |
| Admin fee / account holder | $556 | $13,259-95.8% | $10,280-94.6% | $12,309-95.5% |