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 | $54,883 | $81,460-32.6% | $103,333-46.9% | $80,856-32.1% |
| Participation rate | 98.5% | 66.8%+31.7pp | 74.5%+24.0pp | 67.6%+30.9pp |
| Annual return | 28.46% | 25.55%+2.9pp | 24.88%+3.6pp | 35.59%-7.1pp |
| Employer contribution / active EE | $1,707 | $3,105-45.0% | $3,868-55.9% | $2,755-38.0% |
| Participant deferral / active EE | $5,124 | $3,869+32.4% | $5,057+1.3% | $4,296+19.3% |
| Admin fee / account holder | $1,930 | $6,566-70.6% | $8,355-76.9% | $6,918-72.1% |