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 | $76,670 | $57,016+34.5% | $84,966-9.8% | $80,856-5.2% |
| Participation rate | 96.4% | 56.3%+40.1pp | 67.5%+28.9pp | 67.6%+28.8pp |
| Annual return | 14.50% | 21.66%-7.2pp | 66.38%-51.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $12,433 | $1,798+591.6% | $2,727+355.9% | $2,755+351.3% |
| Participant deferral / active EE | $3,396 | $3,110+9.2% | $4,519-24.9% | $4,296-21.0% |
| Admin fee / account holder | $8,653 | $4,980+73.7% | $6,149+40.7% | $6,918+25.1% |