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 | $76,378 | $102,605-25.6% | $145,661-47.6% | $84,808-9.9% |
| Participation rate | 93.8% | 74.3%+19.5pp | 77.2%+16.5pp | 68.3%+25.4pp |
| Annual return | 15.48% | 26.50%-11.0pp | 101.46%-86.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,166 | $3,325-34.9% | $4,238-48.9% | $2,631-17.7% |
| Participant deferral / active EE | $4,534 | $5,750-21.1% | $7,198-37.0% | $4,212+7.7% |
| Admin fee / account holder | $5,072 | $8,758-42.1% | $12,466-59.3% | $7,344-30.9% |