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 | $98,870 | $95,803+3.2% | $113,168-12.6% | $84,808+16.6% |
| Participation rate | 96.2% | 72.9%+23.3pp | 76.6%+19.6pp | 68.3%+27.8pp |
| Annual return | 27.20% | 25.00%+2.2pp | 24.27%+2.9pp | 40.90%-13.7pp |
| Employer contribution / active EE | $7,736 | $2,360+227.8% | $2,975+160.0% | $2,631+194.1% |
| Participant deferral / active EE | $4,492 | $4,242+5.9% | $5,107-12.0% | $4,212+6.6% |
| Admin fee / account holder | $20,193 | $8,989+124.6% | $12,068+67.3% | $7,344+175.0% |