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 | $50,070 | $95,803-47.7% | $113,168-55.8% | $84,808-41.0% |
| Participation rate | 88.5% | 72.9%+15.6pp | 76.6%+11.9pp | 68.3%+20.2pp |
| Annual return | 16.85% | 25.00%-8.2pp | 24.27%-7.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,912 | $2,360-19.0% | $2,975-35.8% | $2,631-27.3% |
| Participant deferral / active EE | $3,171 | $4,242-25.2% | $5,107-37.9% | $4,212-24.7% |
| Admin fee / account holder | $1,642 | $8,989-81.7% | $12,068-86.4% | $7,344-77.6% |