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 | $57,794 | $80,717-28.4% | $154,803-62.7% | $84,808-31.9% |
| Participation rate | 70.4% | 66.8%+3.6pp | 78.1%-7.7pp | 68.3%+2.1pp |
| Annual return | 31.18% | 37.96%-6.8pp | 58.88%-27.7pp | 40.90%-9.7pp |
| Employer contribution / active EE | $1,995 | $2,761-27.7% | $4,305-53.7% | $2,631-24.2% |
| Participant deferral / active EE | $3,428 | $3,303+3.8% | $5,540-38.1% | $4,212-18.6% |
| Admin fee / account holder | $2,270 | $6,746-66.3% | $14,329-84.2% | $7,344-69.1% |