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 | $32,940 | $65,041-49.4% | $90,951-63.8% | $79,858-58.8% |
| Participation rate | 75.9% | 61.6%+14.3pp | 69.0%+6.9pp | 69.6%+6.2pp |
| Annual return | 20.30% | 30.45%-10.1pp | 134.60%-114.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,180 | $1,247-5.4% | $2,122-44.4% | $2,471-52.2% |
| Participant deferral / active EE | $2,526 | $2,512+0.6% | $3,373-25.1% | $3,740-32.5% |
| Admin fee / account holder | $3,822 | $4,536-15.7% | $5,959-35.9% | $5,306-28.0% |