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 | $100,428 | $83,477+20.3% | $125,175-19.8% | $72,985+37.6% |
| Participation rate | 76.5% | 73.3%+3.2pp | 79.8%-3.3pp | 69.5%+7.0pp |
| Annual return | 18.31% | 25.78%-7.5pp | 43.79%-25.5pp | 81.00%-62.7pp |
| Employer contribution / active EE | $2,918 | $2,345+24.4% | $3,865-24.5% | $2,440+19.6% |
| Participant deferral / active EE | $5,923 | $3,585+65.2% | $4,937+20.0% | $3,607+64.2% |
| Admin fee / account holder | $508 | $5,517-90.8% | $9,702-94.8% | $5,124-90.1% |