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 | $117,260 | $81,460+43.9% | $103,333+13.5% | $80,856+45.0% |
| Participation rate | 77.8% | 66.8%+10.9pp | 74.5%+3.3pp | 67.6%+10.1pp |
| Annual return | 15.76% | 25.55%-9.8pp | 24.88%-9.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $3,207 | $3,105+3.3% | $3,868-17.1% | $2,755+16.4% |
| Participant deferral / active EE | $7,128 | $3,869+84.3% | $5,057+40.9% | $4,296+65.9% |
| Admin fee / account holder | $18,719 | $6,566+185.1% | $8,355+124.1% | $6,918+170.6% |