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 | $41,084 | $91,190-54.9% | $178,490-77.0% | $79,858-48.6% |
| Participation rate | 76.1% | 69.2%+6.9pp | 81.9%-5.8pp | 69.6%+6.5pp |
| Annual return | 13.88% | 24.19%-10.3pp | 151.07%-137.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $873 | $3,256-73.2% | $5,011-82.6% | $2,471-64.7% |
| Participant deferral / active EE | $2,624 | $3,236-18.9% | $5,202-49.5% | $3,740-29.8% |
| Admin fee / account holder | $1,480 | $6,751-78.1% | $13,984-89.4% | $5,306-72.1% |