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 9-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 | $71,332 | $86,929-17.9% | $102,423-30.4% | $80,856-11.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.01% | 18.88%-5.9pp | 29.32%-16.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,319 | $2,369-44.3% | $3,023-56.4% | $2,755-52.1% |
| Participant deferral / active EE | $4,585 | $4,118+11.3% | $5,053-9.3% | $4,296+6.7% |
| Admin fee / account holder | $690 | $8,049-91.4% | $9,451-92.7% | $6,918-90.0% |