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 | $52,796 | $63,114-16.3% | $92,893-43.2% | $65,185-19.0% |
| Participation rate | 94.2% | 68.8%+25.4pp | 76.0%+18.2pp | 70.2%+24.0pp |
| Annual return | 22.14% | 28.75%-6.6pp | 109.41%-87.3pp | 29.38%-7.2pp |
| Employer contribution / active EE | $1,916 | $2,571-25.5% | $3,653-47.6% | $2,177-12.0% |
| Participant deferral / active EE | $4,028 | $3,108+29.6% | $4,236-4.9% | $3,514+14.6% |
| Admin fee / account holder | $1,748 | $624+180.2% | $5,794-69.8% | $847+106.3% |