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 | $45,771 | $74,927-38.9% | $101,794-55.0% | $84,808-46.0% |
| Participation rate | 97.4% | 61.4%+36.0pp | 69.2%+28.2pp | 68.3%+29.1pp |
| Annual return | 16.55% | 18.70%-2.1pp | 30.53%-14.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,845 | $1,522+87.0% | $2,289+24.3% | $2,631+8.1% |
| Participant deferral / active EE | $2,681 | $3,099-13.5% | $4,084-34.4% | $4,212-36.4% |
| Admin fee / account holder | $11,823 | $6,514+81.5% | $8,777+34.7% | $7,344+61.0% |