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 | $28,444 | $72,277-60.6% | $101,248-71.9% | $79,858-64.4% |
| Participation rate | 88.6% | 68.5%+20.1pp | 75.8%+12.8pp | 69.6%+18.9pp |
| Annual return | 12.39% | 22.30%-9.9pp | 46.47%-34.1pp | 31.71%-19.3pp |
| Employer contribution / active EE | $911 | $2,692-66.2% | $3,660-75.1% | $2,471-63.1% |
| Participant deferral / active EE | $3,835 | $3,282+16.9% | $4,370-12.3% | $3,740+2.5% |
| Admin fee / account holder | $3,802 | $4,400-13.6% | $5,945-36.1% | $5,306-28.4% |