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 | $69,961 | $58,512+19.6% | $84,015-16.7% | $72,985-4.1% |
| Participation rate | 81.7% | 61.2%+20.5pp | 69.0%+12.7pp | 69.5%+12.2pp |
| Annual return | 25.65% | 28.93%-3.3pp | 71.31%-45.7pp | 81.00%-55.4pp |
| Employer contribution / active EE | $480 | $1,163-58.8% | $1,983-75.8% | $2,440-80.3% |
| Participant deferral / active EE | $4,787 | $2,394+100.0% | $3,239+47.8% | $3,607+32.7% |
| Admin fee / account holder | $9,011 | $4,569+97.2% | $6,101+47.7% | $5,124+75.8% |