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 | $60,488 | $57,065+6.0% | $75,670-20.1% | $70,131-13.8% |
| Participation rate | 75.6% | 68.1%+7.5pp | 72.3%+3.3pp | 69.5%+6.1pp |
| Annual return | 13.86% | 23.57%-9.7pp | 27.34%-13.5pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,530 | $1,817-15.8% | $2,352-35.0% | $2,342-34.7% |
| Participant deferral / active EE | $3,724 | $2,580+44.4% | $3,142+18.5% | $3,332+11.8% |
| Admin fee / account holder | $1,242 | $3,825-67.5% | $5,800-78.6% | $4,645-73.3% |