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 | $80,934 | $124,281-34.9% | $109,143-25.8% | $167,490-51.7% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 12.49% | 26.04%-13.5pp | 25.75%-13.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,833 | $4,207-56.4% | $3,722-50.8% | $4,837-62.1% |
| Participant deferral / active EE | $3,534 | $5,255-32.7% | $4,653-24.0% | $6,341-44.3% |
| Admin fee / account holder | $407 | $7,970-94.9% | $6,752-94.0% | $12,309-96.7% |