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 | $57,709 | $67,606-14.6% | $82,313-29.9% | $70,131-17.7% |
| Participation rate | 98.0% | 72.8%+25.2pp | 76.9%+21.1pp | 69.5%+28.4pp |
| Annual return | 12.75% | 21.57%-8.8pp | 25.88%-13.1pp | 73.14%-60.4pp |
| Employer contribution / active EE | $2,431 | $1,755+38.5% | $2,428+0.1% | $2,342+3.8% |
| Participant deferral / active EE | $3,106 | $2,987+4.0% | $3,706-16.2% | $3,332-6.8% |
| Admin fee / account holder | $1,004 | $4,512-77.7% | $5,608-82.1% | $4,645-78.4% |