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 | $99,012 | $86,929+13.9% | $102,423-3.3% | $80,856+22.5% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.6%+24.7pp |
| Annual return | 17.11% | 18.88%-1.8pp | 29.32%-12.2pp | 35.59%-18.5pp |
| Employer contribution / active EE | $3,846 | $2,369+62.3% | $3,023+27.2% | $2,755+39.6% |
| Participant deferral / active EE | $4,892 | $4,118+18.8% | $5,053-3.2% | $4,296+13.9% |
| Admin fee / account holder | $3,799 | $8,049-52.8% | $9,451-59.8% | $6,918-45.1% |