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 | $74,878 | $80,717-7.2% | $154,803-51.6% | $84,808-11.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.98% | 37.96%-23.0pp | 58.88%-43.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $4,093 | $2,761+48.2% | $4,305-4.9% | $2,631+55.6% |
| Participant deferral / active EE | $4,363 | $3,303+32.1% | $5,540-21.3% | $4,212+3.6% |
| Admin fee / account holder | $1,219 | $6,746-81.9% | $14,329-91.5% | $7,344-83.4% |