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 | $49,986 | $60,892-17.9% | $82,389-39.3% | $84,808-41.1% |
| Participation rate | 82.1% | 63.3%+18.9pp | 69.5%+12.6pp | 68.3%+13.8pp |
| Annual return | 16.40% | 37.29%-20.9pp | 28.67%-12.3pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,632 | $1,779-8.3% | $2,517-35.2% | $2,631-38.0% |
| Participant deferral / active EE | $4,132 | $3,179+30.0% | $4,155-0.5% | $4,212-1.9% |
| Admin fee / account holder | $1,068 | $5,467-80.5% | $7,231-85.2% | $7,344-85.5% |