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 | $103,051 | $82,882+24.3% | $127,761-19.3% | $72,985+41.2% |
| Participation rate | 95.8% | 71.5%+24.3pp | 79.0%+16.8pp | 69.5%+26.3pp |
| Annual return | 21.91% | 32.20%-10.3pp | 26.14%-4.2pp | 81.00%-59.1pp |
| Employer contribution / active EE | $4,636 | $3,346+38.5% | $4,574+1.4% | $2,440+90.0% |
| Participant deferral / active EE | $2,391 | $4,791-50.1% | $6,021-60.3% | $3,607-33.7% |
| Admin fee / account holder | $3,587 | $6,487-44.7% | $9,395-61.8% | $5,124-30.0% |