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 | $137,191 | $123,793+10.8% | $177,821-22.8% | $79,858+71.8% |
| Participation rate | 71.8% | 84.7%-12.9pp | 87.7%-15.9pp | 69.6%+2.2pp |
| Annual return | 16.58% | 22.82%-6.2pp | 48.32%-31.7pp | 31.71%-15.1pp |
| Employer contribution / active EE | $3,265 | $4,095-20.3% | $5,918-44.8% | $2,471+32.2% |
| Participant deferral / active EE | $8,283 | $5,956+39.1% | $7,714+7.4% | $3,740+121.5% |
| Admin fee / account holder | $506 | $7,243-93.0% | $12,427-95.9% | $5,306-90.5% |