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 | $73,976 | $93,571-20.9% | $135,903-45.6% | $75,163-1.6% |
| Participation rate | 91.2% | 75.2%+16.0pp | 81.9%+9.3pp | 67.2%+24.0pp |
| Annual return | 18.79% | 30.90%-12.1pp | 68.23%-49.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,920 | $3,537-17.4% | $4,856-39.9% | $2,670+9.4% |
| Participant deferral / active EE | $7,667 | $6,404+19.7% | $7,758-1.2% | $4,125+85.9% |
| Admin fee / account holder | $1,223 | $6,975-82.5% | $10,762-88.6% | $5,651-78.4% |