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 | $75,073 | $65,041+15.4% | $90,951-17.5% | $79,858-6.0% |
| Participation rate | 89.6% | 61.6%+28.0pp | 69.0%+20.6pp | 69.6%+20.0pp |
| Annual return | 19.48% | 30.45%-11.0pp | 134.60%-115.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,332 | $1,247+6.8% | $2,122-37.2% | $2,471-46.1% |
| Participant deferral / active EE | $2,659 | $2,512+5.9% | $3,373-21.2% | $3,740-28.9% |
| Admin fee / account holder | $527 | $4,536-88.4% | $5,959-91.2% | $5,306-90.1% |