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 | $63,158 | $109,413-42.3% | $156,263-59.6% | $84,808-25.5% |
| Participation rate | 96.9% | 72.7%+24.2pp | 78.9%+18.0pp | 68.3%+28.6pp |
| Annual return | 16.32% | 20.18%-3.9pp | 59.47%-43.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,625 | $2,907-9.7% | $4,333-39.4% | $2,631-0.2% |
| Participant deferral / active EE | $7,631 | $4,590+66.3% | $6,158+23.9% | $4,212+81.2% |
| Admin fee / account holder | $1,370 | $9,357-85.4% | $14,255-90.4% | $7,344-81.3% |