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 | $92,895 | $101,724-8.7% | $164,813-43.6% | $80,856+14.9% |
| Participation rate | 89.2% | 71.8%+17.4pp | 78.6%+10.6pp | 67.6%+21.6pp |
| Annual return | 13.97% | 16.72%-2.7pp | 69.93%-56.0pp | 35.59%-21.6pp |
| Employer contribution / active EE | $5,295 | $2,953+79.3% | $4,341+22.0% | $2,755+92.2% |
| Participant deferral / active EE | $7,694 | $4,477+71.8% | $6,031+27.6% | $4,296+79.1% |
| Admin fee / account holder | $3,297 | $8,227-59.9% | $12,690-74.0% | $6,918-52.3% |