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 | $53,161 | $90,503-41.3% | $78,689-32.4% | $273,961-80.6% |
| Participation rate | 93.8% | 76.5%+17.2pp | 73.6%+20.2pp | 83.0%+10.7pp |
| Annual return | 3.91% | 75.60%-71.7pp | 62.18%-58.3pp | 41.45%-37.5pp |
| Employer contribution / active EE | $2,246 | $3,176-29.3% | $2,851-21.2% | $4,869-53.9% |
| Participant deferral / active EE | $2,811 | $3,901-27.9% | $3,517-20.1% | $5,287-46.8% |
| Admin fee / account holder | $1,037 | $5,263-80.3% | $4,510-77.0% | $10,132-89.8% |