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 | $31,232 | $54,762-43.0% | $90,281-65.4% | $72,985-57.2% |
| Participation rate | 93.5% | 65.1%+28.3pp | 73.3%+20.2pp | 69.5%+24.0pp |
| Annual return | 23.61% | 30.63%-7.0pp | 78.10%-54.5pp | 81.00%-57.4pp |
| Employer contribution / active EE | $767 | $2,092-63.3% | $2,854-73.1% | $2,440-68.6% |
| Participant deferral / active EE | $2,250 | $2,887-22.0% | $3,885-42.1% | $3,607-37.6% |
| Admin fee / account holder | $999 | $3,972-74.8% | $5,351-81.3% | $5,124-80.5% |