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 | $70,512 | $109,413-35.6% | $156,263-54.9% | $84,808-16.9% |
| Participation rate | 82.9% | 72.7%+10.2pp | 78.9%+3.9pp | 68.3%+14.5pp |
| Annual return | 25.39% | 20.18%+5.2pp | 59.47%-34.1pp | 40.90%-15.5pp |
| Employer contribution / active EE | $2,989 | $2,907+2.8% | $4,333-31.0% | $2,631+13.6% |
| Participant deferral / active EE | $6,120 | $4,590+33.3% | $6,158-0.6% | $4,212+45.3% |
| Admin fee / account holder | $6,887 | $9,357-26.4% | $14,255-51.7% | $7,344-6.2% |