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 | $72,398 | $86,929-16.7% | $102,423-29.3% | $80,856-10.5% |
| Participation rate | 84.3% | 72.4%+12.0pp | 76.5%+7.8pp | 67.6%+16.7pp |
| Annual return | 11.90% | 18.88%-7.0pp | 29.32%-17.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,498 | $4,118-15.1% | $5,053-30.8% | $4,296-18.6% |
| Admin fee / account holder | $1,572 | $8,049-80.5% | $9,451-83.4% | $6,918-77.3% |