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 | $41,942 | $60,022-30.1% | $88,946-52.8% | $84,808-50.5% |
| Participation rate | 87.3% | 57.8%+29.4pp | 68.8%+18.4pp | 68.3%+19.0pp |
| Annual return | 45.79% | 22.43%+23.4pp | 57.82%-12.0pp | 40.90%+4.9pp |
| Employer contribution / active EE | $2,037 | $1,703+19.6% | $2,555-20.3% | $2,631-22.6% |
| Participant deferral / active EE | $4,425 | $3,114+42.1% | $4,581-3.4% | $4,212+5.1% |
| Admin fee / account holder | $2,209 | $4,811-54.1% | $8,261-73.3% | $7,344-69.9% |