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 | $88,371 | $80,968+9.1% | $96,544-8.5% | $75,163+17.6% |
| Participation rate | 94.3% | 71.8%+22.6pp | 76.0%+18.4pp | 67.2%+27.1pp |
| Annual return | 15.43% | 27.06%-11.6pp | 25.84%-10.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,363 | $2,282+3.6% | $2,965-20.3% | $2,670-11.5% |
| Participant deferral / active EE | $8,186 | $3,928+108.4% | $4,851+68.8% | $4,125+98.4% |
| Admin fee / account holder | $13,915 | $6,724+106.9% | $8,252+68.6% | $5,651+146.2% |