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 | $54,343 | $78,422-30.7% | $95,952-43.4% | $79,858-32.0% |
| Participation rate | 80.0% | 73.5%+6.5pp | 77.1%+2.9pp | 69.6%+10.4pp |
| Annual return | 14.40% | 19.37%-5.0pp | 91.61%-77.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,512 | $1,945-22.3% | $2,541-40.5% | $2,471-38.8% |
| Participant deferral / active EE | $2,612 | $3,440-24.1% | $4,167-37.3% | $3,740-30.2% |
| Admin fee / account holder | $6,086 | $5,622+8.3% | $6,795-10.4% | $5,306+14.7% |