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 | $43,969 | $101,724-56.8% | $164,813-73.3% | $80,856-45.6% |
| Participation rate | 95.6% | 71.8%+23.7pp | 78.6%+17.0pp | 67.6%+27.9pp |
| Annual return | 10.63% | 16.72%-6.1pp | 69.93%-59.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $5,124 | $2,953+73.5% | $4,341+18.0% | $2,755+86.0% |
| Participant deferral / active EE | $3,901 | $4,477-12.9% | $6,031-35.3% | $4,296-9.2% |
| Admin fee / account holder | $545 | $8,227-93.4% | $12,690-95.7% | $6,918-92.1% |