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 | $73,781 | $181,894-59.4% | $156,549-52.9% | $273,961-73.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.41% | 30.74%-23.3pp | 32.23%-24.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $9,347 | $6,248+49.6% | $5,501+69.9% | $4,869+92.0% |
| Participant deferral / active EE | $4,628 | $5,550-16.6% | $4,871-5.0% | $5,287-12.5% |
| Admin fee / account holder | $873 | $15,559-94.4% | $13,027-93.3% | $10,132-91.4% |