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 | $26,108 | $60,022-56.5% | $88,946-70.6% | $84,808-69.2% |
| Participation rate | 93.5% | 57.8%+35.7pp | 68.8%+24.7pp | 68.3%+25.2pp |
| Annual return | 17.20% | 22.43%-5.2pp | 57.82%-40.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,028 | $1,703+19.1% | $2,555-20.6% | $2,631-22.9% |
| Participant deferral / active EE | $3,802 | $3,114+22.1% | $4,581-17.0% | $4,212-9.7% |
| Admin fee / account holder | $4,892 | $4,811+1.7% | $8,261-40.8% | $7,344-33.4% |