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 | $68,732 | $72,277-4.9% | $101,248-32.1% | $79,858-13.9% |
| Participation rate | 72.1% | 68.5%+3.6pp | 75.8%-3.7pp | 69.6%+2.5pp |
| Annual return | 14.15% | 22.30%-8.1pp | 46.47%-32.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,026 | $2,692-24.7% | $3,660-44.6% | $2,471-18.0% |
| Participant deferral / active EE | $2,690 | $3,282-18.0% | $4,370-38.4% | $3,740-28.1% |
| Admin fee / account holder | $27,339 | $4,400+521.3% | $5,945+359.8% | $5,306+415.2% |