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 | $41,236 | $101,724-59.5% | $164,813-75.0% | $80,856-49.0% |
| Participation rate | 80.2% | 71.8%+8.4pp | 78.6%+1.6pp | 67.6%+12.6pp |
| Annual return | 12.30% | 16.72%-4.4pp | 69.93%-57.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $974 | $2,953-67.0% | $4,341-77.6% | $2,755-64.6% |
| Participant deferral / active EE | $5,054 | $4,477+12.9% | $6,031-16.2% | $4,296+17.7% |
| Admin fee / account holder | $2,018 | $8,227-75.5% | $12,690-84.1% | $6,918-70.8% |