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 | $99,431 | $109,881-9.5% | $150,045-33.7% | $84,808+17.2% |
| Participation rate | 78.1% | 76.1%+2.0pp | 82.3%-4.2pp | 68.3%+9.8pp |
| Annual return | 24.58% | 28.25%-3.7pp | 62.55%-38.0pp | 40.90%-16.3pp |
| Employer contribution / active EE | $3,677 | $3,561+3.2% | $4,693-21.7% | $2,631+39.8% |
| Participant deferral / active EE | $2,915 | $6,636-56.1% | $7,997-63.5% | $4,212-30.8% |
| Admin fee / account holder | $3,492 | $8,568-59.2% | $13,435-74.0% | $7,344-52.4% |