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 | $43,354 | $80,968-46.5% | $96,544-55.1% | $75,163-42.3% |
| Participation rate | 86.8% | 71.8%+15.0pp | 76.0%+10.8pp | 67.2%+19.6pp |
| Annual return | 17.68% | 27.06%-9.4pp | 25.84%-8.2pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,320 | $2,282+1.7% | $2,965-21.8% | $2,670-13.1% |
| Participant deferral / active EE | $4,308 | $3,928+9.7% | $4,851-11.2% | $4,125+4.4% |
| Admin fee / account holder | $2,279 | $6,724-66.1% | $8,252-72.4% | $5,651-59.7% |