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 | $86,522 | $93,571-7.5% | $135,903-36.3% | $75,163+15.1% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 21.42% | 30.90%-9.5pp | 68.23%-46.8pp | 160.62%-139.2pp |
| Employer contribution / active EE | $4,451 | $3,537+25.8% | $4,856-8.3% | $2,670+66.7% |
| Participant deferral / active EE | $9,833 | $6,404+53.5% | $7,758+26.8% | $4,125+138.4% |
| Admin fee / account holder | $2,008 | $6,975-71.2% | $10,762-81.3% | $5,651-64.5% |