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 | $95,836 | $101,724-5.8% | $164,813-41.9% | $80,856+18.5% |
| Participation rate | 90.4% | 71.8%+18.6pp | 78.6%+11.8pp | 67.6%+22.7pp |
| Annual return | 22.76% | 16.72%+6.0pp | 69.93%-47.2pp | 35.59%-12.8pp |
| Employer contribution / active EE | $3,576 | $2,953+21.1% | $4,341-17.6% | $2,755+29.8% |
| Participant deferral / active EE | $3,344 | $4,477-25.3% | $6,031-44.6% | $4,296-22.1% |
| Admin fee / account holder | $8,008 | $8,227-2.7% | $12,690-36.9% | $6,918+15.8% |