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 | $14,849 | $46,553-68.1% | $64,056-76.8% | $75,163-80.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.64% | 26.03%-10.4pp | 33.69%-18.0pp | 160.62%-145.0pp |
| Employer contribution / active EE | $586 | $1,974-70.3% | $2,747-78.7% | $2,670-78.0% |
| Participant deferral / active EE | $1,040 | $2,837-63.3% | $3,880-73.2% | $4,125-74.8% |
| Admin fee / account holder | $2,772 | $2,952-6.1% | $3,068-9.6% | $5,651-50.9% |