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 | $101,367 | $153,772-34.1% | $133,980-24.3% | $273,961-63.0% |
| Participation rate | 91.3% | 88.4%+2.9pp | 87.1%+4.2pp | 83.0%+8.3pp |
| Annual return | 20.44% | 36.51%-16.1pp | 29.30%-8.9pp | 41.45%-21.0pp |
| Employer contribution / active EE | $3,284 | $6,029-45.5% | $5,211-37.0% | $4,869-32.5% |
| Participant deferral / active EE | $7,559 | $6,958+8.6% | $6,282+20.3% | $5,287+43.0% |
| Admin fee / account holder | $2,014 | $11,765-82.9% | $9,324-78.4% | $10,132-80.1% |