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 | $61,021 | $110,257-44.7% | $96,544-36.8% | $139,434-56.2% |
| Participation rate | 90.5% | 78.1%+12.4pp | 76.0%+14.5pp | 80.3%+10.2pp |
| Annual return | 11.83% | 26.32%-14.5pp | 25.84%-14.0pp | 372.94%-361.1pp |
| Employer contribution / active EE | $1,735 | $3,620-52.1% | $2,965-41.5% | $4,751-63.5% |
| Participant deferral / active EE | $2,680 | $5,548-51.7% | $4,851-44.7% | $6,710-60.1% |
| Admin fee / account holder | $6,593 | $11,591-43.1% | $8,252-20.1% | $11,403-42.2% |