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 | $87,294 | $109,359-20.2% | $162,163-46.2% | $72,985+19.6% |
| Participation rate | 89.7% | 84.3%+5.4pp | 87.6%+2.1pp | 69.5%+20.2pp |
| Annual return | 30.91% | 25.46%+5.5pp | 115.59%-84.7pp | 81.00%-50.1pp |
| Employer contribution / active EE | $2,923 | $3,907-25.2% | $5,614-47.9% | $2,440+19.8% |
| Participant deferral / active EE | $9,548 | $5,481+74.2% | $7,298+30.8% | $3,607+164.7% |
| Admin fee / account holder | $784 | $7,972-90.2% | $10,843-92.8% | $5,124-84.7% |