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 | $21,777 | $63,764-65.8% | $81,930-73.4% | $79,858-72.7% |
| Participation rate | 91.1% | 67.5%+23.6pp | 72.0%+19.1pp | 69.6%+21.5pp |
| Annual return | 13.84% | 22.66%-8.8pp | 29.49%-15.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $957 | $1,795-46.7% | $4,310-77.8% | $2,471-61.3% |
| Participant deferral / active EE | $1,884 | $2,780-32.2% | $7,107-73.5% | $3,740-49.6% |
| Admin fee / account holder | $1,250 | $4,426-71.8% | $5,158-75.8% | $5,306-76.4% |