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 | $14,019 | $80,717-82.6% | $154,803-90.9% | $84,808-83.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 20.94% | 37.96%-17.0pp | 58.88%-37.9pp | 40.90%-20.0pp |
| Employer contribution / active EE | $593 | $2,761-78.5% | $4,305-86.2% | $2,631-77.4% |
| Participant deferral / active EE | $2,147 | $3,303-35.0% | $5,540-61.2% | $4,212-49.0% |
| Admin fee / account holder | $981 | $6,746-85.5% | $14,329-93.2% | $7,344-86.6% |