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 | $68,266 | $92,222-26.0% | $76,768-11.1% | $135,375-49.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 13.08% | 5.46%+7.6pp | 2.43%+10.6pp | 519.73%-506.7pp |
| Employer contribution / active EE | $2,874 | $3,216-10.6% | $2,485+15.6% | $4,779-39.9% |
| Participant deferral / active EE | $3,280 | $4,509-27.3% | $3,852-14.8% | $5,609-41.5% |
| Admin fee / account holder | $9,541 | $10,748-11.2% | $6,675+42.9% | $10,827-11.9% |