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 | $29,195 | $67,411-56.7% | $91,001-67.9% | $70,131-58.4% |
| Participation rate | 70.6% | 71.4%-0.8pp | 75.6%-5.0pp | 69.5%+1.0pp |
| Annual return | 20.98% | -40.16%+61.1pp | 4.60%+16.4pp | 73.14%-52.2pp |
| Employer contribution / active EE | $1,574 | $1,786-11.9% | $2,456-35.9% | $2,342-32.8% |
| Participant deferral / active EE | $2,091 | $2,823-25.9% | $3,547-41.1% | $3,332-37.2% |
| Admin fee / account holder | $625 | $4,236-85.2% | $5,417-88.5% | $4,645-86.5% |