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 | $35,449 | $65,365-45.8% | $92,893-61.8% | $72,985-51.4% |
| Participation rate | 75.0% | 68.3%+6.7pp | 76.0%-1.0pp | 69.5%+5.5pp |
| Annual return | 23.16% | 42.10%-18.9pp | 109.41%-86.3pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,850 | $2,594-28.7% | $3,653-49.4% | $2,440-24.2% |
| Participant deferral / active EE | $2,780 | $3,128-11.2% | $4,236-34.4% | $3,607-22.9% |
| Admin fee / account holder | $702 | $4,251-83.5% | $5,794-87.9% | $5,124-86.3% |