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 | $78,474 | $73,933+6.1% | $96,683-18.8% | $75,163+4.4% |
| Participation rate | 94.4% | 66.4%+28.0pp | 74.3%+20.1pp | 67.2%+27.3pp |
| Annual return | 20.78% | 26.70%-5.9pp | 35.69%-14.9pp | 160.62%-139.8pp |
| Employer contribution / active EE | $2,870 | $2,928-2.0% | $3,737-23.2% | $2,670+7.5% |
| Participant deferral / active EE | $4,757 | $3,659+30.0% | $4,878-2.5% | $4,125+15.3% |
| Admin fee / account holder | $2,783 | $5,216-46.7% | $6,730-58.6% | $5,651-50.8% |