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 | $41,147 | $64,839-36.5% | $95,585-57.0% | $84,808-51.5% |
| Participation rate | 96.6% | 63.8%+32.7pp | 72.1%+24.5pp | 68.3%+28.2pp |
| Annual return | 14.73% | -670.96%+685.7pp | 38.56%-23.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,821 | $1,759+3.6% | $2,527-27.9% | $2,631-30.8% |
| Participant deferral / active EE | $3,981 | $2,965+34.3% | $4,023-1.0% | $4,212-5.5% |
| Admin fee / account holder | $3,870 | $5,964-35.1% | $6,127-36.8% | $7,344-47.3% |