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 | $65,227 | $93,571-30.3% | $135,903-52.0% | $75,163-13.2% |
| Participation rate | 93.9% | 75.2%+18.8pp | 81.9%+12.0pp | 67.2%+26.7pp |
| Annual return | 30.84% | 30.90%-0.1pp | 68.23%-37.4pp | 160.62%-129.8pp |
| Employer contribution / active EE | $4,296 | $3,537+21.5% | $4,856-11.5% | $2,670+60.9% |
| Participant deferral / active EE | $7,572 | $6,404+18.2% | $7,758-2.4% | $4,125+83.6% |
| Admin fee / account holder | $1,364 | $6,975-80.4% | $10,762-87.3% | $5,651-75.9% |