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 9-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 | $58,255 | $81,460-28.5% | $103,333-43.6% | $80,856-28.0% |
| Participation rate | 88.0% | 66.8%+21.2pp | 74.5%+13.5pp | 67.6%+20.4pp |
| Annual return | 15.91% | 25.55%-9.6pp | 24.88%-9.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $10,346 | $3,105+233.2% | $3,868+167.5% | $2,755+275.5% |
| Participant deferral / active EE | $7,093 | $3,869+83.3% | $5,057+40.2% | $4,296+65.1% |
| Admin fee / account holder | $1,265 | $6,566-80.7% | $8,355-84.9% | $6,918-81.7% |