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 | $70,055 | $124,319-43.6% | $111,297-37.1% | $167,490-58.2% |
| Participation rate | 77.8% | 79.6%-1.8pp | 77.3%+0.5pp | 82.1%-4.3pp |
| Annual return | 21.73% | 37.44%-15.7pp | 54.65%-32.9pp | 478.56%-456.8pp |
| Employer contribution / active EE | $2,865 | $3,435-16.6% | $2,731+4.9% | $4,837-40.8% |
| Participant deferral / active EE | $3,606 | $5,180-30.4% | $4,487-19.6% | $6,341-43.1% |
| Admin fee / account holder | $721 | $10,618-93.2% | $7,964-90.9% | $12,309-94.1% |