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 | $35,235 | $201,272-82.5% | $184,203-80.9% | $145,922-75.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.71% | 29.00%-15.3pp | 28.81%-15.1pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,243 | $7,022-68.1% | $6,427-65.1% | $4,660-51.9% |
| Participant deferral / active EE | $9,012 | $9,806-8.1% | $9,131-1.3% | $6,688+34.7% |
| Admin fee / account holder | $399 | $16,364-97.6% | $13,901-97.1% | $13,397-97.0% |