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 | $23,083 | $89,753-74.3% | $107,525-78.5% | $84,808-72.8% |
| Participation rate | 76.7% | 68.1%+8.7pp | 75.1%+1.7pp | 68.3%+8.4pp |
| Annual return | 16.41% | 29.48%-13.1pp | 181.32%-164.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,677 | $3,113-46.1% | $3,754-55.3% | $2,631-36.2% |
| Participant deferral / active EE | $2,803 | $4,056-30.9% | $5,116-45.2% | $4,212-33.4% |
| Admin fee / account holder | $1,486 | $7,222-79.4% | $8,919-83.3% | $7,344-79.8% |