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 | $18,911 | $84,233-77.5% | $170,442-88.9% | $70,131-73.0% |
| Participation rate | 81.8% | 70.8%+11.0pp | 83.6%-1.8pp | 69.5%+12.3pp |
| Annual return | 12.39% | 23.06%-10.7pp | 205.93%-193.5pp | 73.14%-60.8pp |
| Employer contribution / active EE | $2,417 | $3,387-28.6% | $5,433-55.5% | $2,342+3.2% |
| Participant deferral / active EE | $889 | $3,086-71.2% | $4,939-82.0% | $3,332-73.3% |
| Admin fee / account holder | $10,077 | $5,698+76.9% | $13,880-27.4% | $4,645+116.9% |