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 | $128,576 | $109,881+17.0% | $150,045-14.3% | $84,808+51.6% |
| Participation rate | 86.2% | 76.1%+10.1pp | 82.3%+3.9pp | 68.3%+17.9pp |
| Annual return | 16.61% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,187 | $3,561-38.6% | $4,693-53.4% | $2,631-16.9% |
| Participant deferral / active EE | $7,197 | $6,636+8.5% | $7,997-10.0% | $4,212+70.9% |
| Admin fee / account holder | $2,059 | $8,568-76.0% | $13,435-84.7% | $7,344-72.0% |