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 | $69,660 | $70,475-1.2% | $100,516-30.7% | $79,858-12.8% |
| Participation rate | 96.0% | 73.7%+22.3pp | 79.4%+16.6pp | 69.6%+26.4pp |
| Annual return | 25.84% | 21.90%+3.9pp | 30.89%-5.1pp | 31.71%-5.9pp |
| Employer contribution / active EE | $2,565 | $2,165+18.5% | $3,418-24.9% | $2,471+3.8% |
| Participant deferral / active EE | $4,667 | $5,181-9.9% | $6,270-25.6% | $3,740+24.8% |
| Admin fee / account holder | $3,256 | $4,478-27.3% | $8,081-59.7% | $5,306-38.6% |