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 | $73,861 | $58,512+26.2% | $84,015-12.1% | $72,985+1.2% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 18.29% | 28.93%-10.6pp | 71.31%-53.0pp | 81.00%-62.7pp |
| Employer contribution / active EE | $3,600 | $1,163+209.6% | $1,983+81.5% | $2,440+47.6% |
| Participant deferral / active EE | $3,595 | $2,394+50.2% | $3,239+11.0% | $3,607-0.3% |
| Admin fee / account holder | $512 | $4,569-88.8% | $6,101-91.6% | $5,124-90.0% |