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 | $77,864 | $163,101-52.3% | $136,749-43.1% | $142,382-45.3% |
| Participation rate | 85.7% | 78.2%+7.5pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 14.53% | 27.54%-13.0pp | 24.33%-9.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,606 | $4,117-61.0% | $3,400-52.7% | $4,299-62.6% |
| Participant deferral / active EE | $2,086 | $5,585-62.7% | $4,692-55.5% | $6,507-67.9% |
| Admin fee / account holder | $2,990 | $14,318-79.1% | $11,386-73.7% | $12,624-76.3% |