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 | $121,483 | $93,071+30.5% | $74,583+62.9% | $273,961-55.7% |
| Participation rate | 93.3% | 74.9%+18.4pp | 68.1%+25.2pp | 83.0%+10.3pp |
| Annual return | 7.27% | 26.18%-18.9pp | 20.47%-13.2pp | 41.45%-34.2pp |
| Employer contribution / active EE | $759 | $3,160-76.0% | $2,525-70.0% | $4,869-84.4% |
| Participant deferral / active EE | $3,323 | $4,160-20.1% | $3,458-3.9% | $5,287-37.1% |
| Admin fee / account holder | $13,497 | $5,272+156.0% | $4,138+226.2% | $10,132+33.2% |