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 | $69,525 | $54,705+27.1% | $71,209-2.4% | $84,808-18.0% |
| Participation rate | 73.3% | 64.1%+9.3pp | 73.8%-0.4pp | 68.3%+5.0pp |
| Annual return | 16.64% | 35.90%-19.3pp | 282.51%-265.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,763 | $2,158-18.3% | $2,721-35.2% | $2,631-33.0% |
| Participant deferral / active EE | $2,924 | $3,030-3.5% | $4,175-30.0% | $4,212-30.6% |
| Admin fee / account holder | $2,968 | $4,863-39.0% | $5,349-44.5% | $7,344-59.6% |