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 | $89,113 | $78,422+13.6% | $95,952-7.1% | $79,858+11.6% |
| Participation rate | 72.4% | 73.5%-1.1pp | 77.1%-4.7pp | 69.6%+2.8pp |
| Annual return | 19.66% | 19.37%+0.3pp | 91.61%-72.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,359 | $1,945-30.2% | $2,541-46.5% | $2,471-45.0% |
| Participant deferral / active EE | $3,019 | $3,440-12.2% | $4,167-27.6% | $3,740-19.3% |
| Admin fee / account holder | $4,594 | $5,622-18.3% | $6,795-32.4% | $5,306-13.4% |