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 | $48,727 | $87,013-44.0% | $106,213-54.1% | $80,856-39.7% |
| Participation rate | 82.0% | 70.4%+11.5pp | 75.3%+6.7pp | 67.6%+14.3pp |
| Annual return | 15.16% | 17.05%-1.9pp | 116.14%-101.0pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,168 | $2,395-9.5% | $3,171-31.7% | $2,755-21.3% |
| Participant deferral / active EE | $5,233 | $3,986+31.3% | $5,016+4.3% | $4,296+21.8% |
| Admin fee / account holder | $1,774 | $8,431-79.0% | $11,033-83.9% | $6,918-74.4% |