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 | $43,487 | $74,927-42.0% | $101,794-57.3% | $84,808-48.7% |
| Participation rate | 87.8% | 61.4%+26.4pp | 69.2%+18.6pp | 68.3%+19.5pp |
| Annual return | 17.46% | 18.70%-1.2pp | 30.53%-13.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,270 | $1,522+49.2% | $2,289-0.8% | $2,631-13.7% |
| Participant deferral / active EE | $3,001 | $3,099-3.2% | $4,084-26.5% | $4,212-28.7% |
| Admin fee / account holder | $1,704 | $6,514-73.8% | $8,777-80.6% | $7,344-76.8% |