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 | $48,883 | $81,460-40.0% | $103,333-52.7% | $80,856-39.5% |
| Participation rate | 88.7% | 66.8%+21.8pp | 74.5%+14.2pp | 67.6%+21.0pp |
| Annual return | 15.82% | 25.55%-9.7pp | 24.88%-9.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,342 | $3,105-24.6% | $3,868-39.4% | $2,755-15.0% |
| Participant deferral / active EE | $3,758 | $3,869-2.9% | $5,057-25.7% | $4,296-12.5% |
| Admin fee / account holder | $1,471 | $6,566-77.6% | $8,355-82.4% | $6,918-78.7% |