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 | $26,920 | $70,475-61.8% | $100,516-73.2% | $79,858-66.3% |
| Participation rate | 77.8% | 73.7%+4.1pp | 79.4%-1.6pp | 69.6%+8.1pp |
| Annual return | 14.13% | 21.90%-7.8pp | 30.89%-16.8pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,874 | $2,165+32.8% | $3,418-15.9% | $2,471+16.3% |
| Participant deferral / active EE | $3,405 | $5,181-34.3% | $6,270-45.7% | $3,740-9.0% |
| Admin fee / account holder | $790 | $4,478-82.4% | $8,081-90.2% | $5,306-85.1% |