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 | $78,207 | $110,257-29.1% | $96,544-19.0% | $139,434-43.9% |
| Participation rate | 81.8% | 78.1%+3.7pp | 76.0%+5.9pp | 80.3%+1.5pp |
| Annual return | 24.01% | 26.32%-2.3pp | 25.84%-1.8pp | 372.94%-348.9pp |
| Employer contribution / active EE | $1,736 | $3,620-52.0% | $2,965-41.4% | $4,751-63.5% |
| Participant deferral / active EE | $10,382 | $5,548+87.1% | $4,851+114.0% | $6,710+54.7% |
| Admin fee / account holder | $10,956 | $11,591-5.5% | $8,252+32.8% | $11,403-3.9% |