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 | $48,054 | $57,354-16.2% | $83,848-42.7% | $64,186-25.1% |
| Participation rate | 71.4% | 68.6%+2.8pp | 76.1%-4.7pp | 69.6%+1.9pp |
| Annual return | 9.08% | 11.38%-2.3pp | 850.88%-841.8pp | 7.63%+1.5pp |
| Employer contribution / active EE | $904 | $2,545-64.5% | $3,631-75.1% | $2,381-62.0% |
| Participant deferral / active EE | $1,374 | $2,993-54.1% | $4,082-66.3% | $3,470-60.4% |
| Admin fee / account holder | $1,596 | $4,046-60.6% | $5,478-70.9% | $4,888-67.4% |