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 | $51,666 | $91,407-43.5% | $135,903-62.0% | $71,457-27.7% |
| Participation rate | 80.7% | 75.7%+5.1pp | 81.9%-1.2pp | 67.9%+12.8pp |
| Annual return | 20.95% | 29.90%-8.9pp | 68.23%-47.3pp | 28.85%-7.9pp |
| Employer contribution / active EE | $2,975 | $3,703-19.7% | $4,856-38.7% | $2,588+15.0% |
| Participant deferral / active EE | $6,197 | $7,092-12.6% | $7,758-20.1% | $4,289+44.5% |
| Admin fee / account holder | $2,045 | $1,266+61.5% | $10,762-81.0% | $1,587+28.8% |