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 | $108,646 | $197,825-45.1% | $155,790-30.3% | $125,391-13.4% |
| Participation rate | 85.7% | 82.1%+3.6pp | 76.1%+9.6pp | 83.2%+2.5pp |
| Annual return | 4.45% | 86.74%-82.3pp | 71.54%-67.1pp | 282.22%-277.8pp |
| Employer contribution / active EE | $2,890 | $4,847-40.4% | $3,836-24.7% | $4,866-40.6% |
| Participant deferral / active EE | $11,124 | $5,630+97.6% | $4,797+131.9% | $5,352+107.9% |
| Admin fee / account holder | $1,163 | $9,545-87.8% | $7,478-84.5% | $9,540-87.8% |