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 | $39,444 | $87,841-55.1% | $133,980-70.6% | $62,891-37.3% |
| Participation rate | 95.7% | 83.4%+12.4pp | 87.1%+8.7pp | 69.3%+26.4pp |
| Annual return | 6.13% | 12.05%-5.9pp | 29.30%-23.2pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,632 | $3,483-53.1% | $5,211-68.7% | $2,281-28.5% |
| Participant deferral / active EE | $3,218 | $4,812-33.1% | $6,282-48.8% | $3,203+0.5% |
| Admin fee / account holder | $647 | $5,371-88.0% | $9,324-93.1% | $4,296-84.9% |