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 | $49,078 | $89,753-45.3% | $107,525-54.4% | $84,808-42.1% |
| Participation rate | 89.9% | 68.1%+21.8pp | 75.1%+14.8pp | 68.3%+21.6pp |
| Annual return | 14.73% | 29.48%-14.7pp | 181.32%-166.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $990 | $3,113-68.2% | $3,754-73.6% | $2,631-62.4% |
| Participant deferral / active EE | $3,321 | $4,056-18.1% | $5,116-35.1% | $4,212-21.1% |
| Admin fee / account holder | $2,130 | $7,222-70.5% | $8,919-76.1% | $7,344-71.0% |