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 | $79,686 | $94,625-15.8% | $116,228-31.4% | $84,808-6.0% |
| Participation rate | 95.6% | 70.4%+25.1pp | 74.6%+21.0pp | 68.3%+27.2pp |
| Annual return | 13.34% | 20.40%-7.1pp | 90.06%-76.7pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,813 | $2,347+62.5% | $2,994+27.3% | $2,631+44.9% |
| Participant deferral / active EE | $7,253 | $3,972+82.6% | $4,953+46.4% | $4,212+72.2% |
| Admin fee / account holder | $5,995 | $10,091-40.6% | $11,989-50.0% | $7,344-18.4% |