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 | $79,812 | $72,277+10.4% | $101,248-21.2% | $79,858-0.1% |
| Participation rate | 96.4% | 68.5%+28.0pp | 75.8%+20.6pp | 69.6%+26.8pp |
| Annual return | 18.40% | 22.30%-3.9pp | 46.47%-28.1pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,685 | $2,692-37.4% | $3,660-54.0% | $2,471-31.8% |
| Participant deferral / active EE | $4,043 | $3,282+23.2% | $4,370-7.5% | $3,740+8.1% |
| Admin fee / account holder | $953 | $4,400-78.4% | $5,945-84.0% | $5,306-82.0% |