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 | $82,981 | $86,929-4.5% | $102,423-19.0% | $80,856+2.6% |
| Participation rate | 92.8% | 72.4%+20.4pp | 76.5%+16.3pp | 67.6%+25.1pp |
| Annual return | 11.82% | 18.88%-7.1pp | 29.32%-17.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,832 | $2,369+19.5% | $3,023-6.3% | $2,755+2.8% |
| Participant deferral / active EE | $5,855 | $4,118+42.2% | $5,053+15.9% | $4,296+36.3% |
| Admin fee / account holder | $5,876 | $8,049-27.0% | $9,451-37.8% | $6,918-15.1% |