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 | $27,062 | $65,685-58.8% | $57,179-52.7% | $273,961-90.1% |
| Participation rate | 70.6% | 78.3%-7.8pp | 75.3%-4.8pp | 83.0%-12.4pp |
| Annual return | 10.14% | 21.99%-11.8pp | 14.59%-4.4pp | 41.45%-31.3pp |
| Employer contribution / active EE | $1,947 | $3,279-40.6% | $2,682-27.4% | $4,869-60.0% |
| Participant deferral / active EE | $6,883 | $3,782+82.0% | $3,096+122.3% | $5,287+30.2% |
| Admin fee / account holder | $3,392 | $4,835-29.8% | $3,139+8.1% | $10,132-66.5% |