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 | $42,753 | $65,041-34.3% | $90,951-53.0% | $79,858-46.5% |
| Participation rate | 77.9% | 61.6%+16.3pp | 69.0%+8.9pp | 69.6%+8.3pp |
| Annual return | 15.15% | 30.45%-15.3pp | 134.60%-119.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $613 | $1,247-50.8% | $2,122-71.1% | $2,471-75.2% |
| Participant deferral / active EE | $1,883 | $2,512-25.0% | $3,373-44.2% | $3,740-49.7% |
| Admin fee / account holder | $2,759 | $4,536-39.2% | $5,959-53.7% | $5,306-48.0% |