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 | $71,530 | $91,552-21.9% | $133,956-46.6% | $79,858-10.4% |
| Participation rate | 97.9% | 73.3%+24.6pp | 79.8%+18.1pp | 69.6%+28.3pp |
| Annual return | 15.28% | 61.85%-46.6pp | 45.09%-29.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $2,406 | $2,384+0.9% | $3,919-38.6% | $2,471-2.6% |
| Participant deferral / active EE | $3,080 | $3,733-17.5% | $5,048-39.0% | $3,740-17.6% |
| Admin fee / account holder | $423 | $6,321-93.3% | $8,927-95.3% | $5,306-92.0% |