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 | $102,344 | $86,929+17.7% | $102,423-0.1% | $80,856+26.6% |
| Participation rate | 72.0% | 72.4%-0.4pp | 76.5%-4.5pp | 67.6%+4.4pp |
| Annual return | 13.29% | 18.88%-5.6pp | 29.32%-16.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,284 | $2,369-45.8% | $3,023-57.5% | $2,755-53.4% |
| Participant deferral / active EE | $6,444 | $4,118+56.5% | $5,053+27.5% | $4,296+50.0% |
| Admin fee / account holder | $8,552 | $8,049+6.3% | $9,451-9.5% | $6,918+23.6% |