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 | $36,290 | $54,541-33.5% | $78,778-53.9% | $70,131-48.3% |
| Participation rate | 75.0% | 60.8%+14.2pp | 69.2%+5.8pp | 69.5%+5.5pp |
| Annual return | 14.55% | 21.07%-6.5pp | 35.62%-21.1pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,269 | $1,089+16.5% | $1,986-36.1% | $2,342-45.8% |
| Participant deferral / active EE | $2,009 | $2,210-9.1% | $2,958-32.1% | $3,332-39.7% |
| Admin fee / account holder | $1,263 | $3,709-66.0% | $5,134-75.4% | $4,645-72.8% |