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 | $39,432 | $76,367-48.4% | $93,606-57.9% | $72,985-46.0% |
| Participation rate | 80.9% | 71.7%+9.1pp | 75.8%+5.0pp | 69.5%+11.4pp |
| Annual return | 21.46% | 25.82%-4.4pp | 32.76%-11.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $787 | $2,275-65.4% | $2,718-71.0% | $2,440-67.7% |
| Participant deferral / active EE | $2,428 | $3,538-31.4% | $4,069-40.3% | $3,607-32.7% |
| Admin fee / account holder | $1,194 | $6,838-82.5% | $7,888-84.9% | $5,124-76.7% |