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 | $79,818 | $72,492+10.1% | $87,100-8.4% | $72,985+9.4% |
| Participation rate | 78.9% | 72.8%+6.1pp | 76.9%+2.1pp | 69.5%+9.5pp |
| Annual return | 16.89% | 24.46%-7.6pp | 28.19%-11.3pp | 81.00%-64.1pp |
| Employer contribution / active EE | $1,876 | $1,894-1.0% | $2,521-25.6% | $2,440-23.1% |
| Participant deferral / active EE | $3,919 | $3,270+19.9% | $4,049-3.2% | $3,607+8.6% |
| Admin fee / account holder | $426 | $5,055-91.6% | $7,497-94.3% | $5,124-91.7% |