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 | $85,711 | $83,477+2.7% | $125,175-31.5% | $72,985+17.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 17.68% | 25.78%-8.1pp | 43.79%-26.1pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,960 | $2,345-16.4% | $3,865-49.3% | $2,440-19.7% |
| Participant deferral / active EE | $4,773 | $3,585+33.1% | $4,937-3.3% | $3,607+32.3% |
| Admin fee / account holder | $6,780 | $5,517+22.9% | $9,702-30.1% | $5,124+32.3% |