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 | $139,679 | $81,460+71.5% | $103,333+35.2% | $80,856+72.7% |
| Participation rate | 96.6% | 66.8%+29.7pp | 74.5%+22.0pp | 67.6%+28.9pp |
| Annual return | 11.18% | 25.55%-14.4pp | 24.88%-13.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $4,673 | $3,105+50.5% | $3,868+20.8% | $2,755+69.6% |
| Participant deferral / active EE | $4,702 | $3,869+21.5% | $5,057-7.0% | $4,296+9.4% |
| Admin fee / account holder | $851 | $6,566-87.0% | $8,355-89.8% | $6,918-87.7% |