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 | $99,524 | $86,929+14.5% | $102,423-2.8% | $80,856+23.1% |
| Participation rate | 72.7% | 72.4%+0.4pp | 76.5%-3.8pp | 67.6%+5.1pp |
| Annual return | 11.38% | 18.88%-7.5pp | 29.32%-17.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,810 | $2,369-23.6% | $3,023-40.1% | $2,755-34.3% |
| Participant deferral / active EE | $3,139 | $4,118-23.8% | $5,053-37.9% | $4,296-26.9% |
| Admin fee / account holder | $10,642 | $8,049+32.2% | $9,451+12.6% | $6,918+53.8% |