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 | $69,048 | $76,367-9.6% | $93,606-26.2% | $72,985-5.4% |
| Participation rate | 89.7% | 71.7%+18.0pp | 75.8%+13.9pp | 69.5%+20.2pp |
| Annual return | 27.66% | 25.82%+1.8pp | 32.76%-5.1pp | 81.00%-53.3pp |
| Employer contribution / active EE | $790 | $2,275-65.3% | $2,718-70.9% | $2,440-67.6% |
| Participant deferral / active EE | $4,231 | $3,538+19.6% | $4,069+4.0% | $3,607+17.3% |
| Admin fee / account holder | $13,427 | $6,838+96.4% | $7,888+70.2% | $5,124+162.0% |