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 | $66,350 | $90,503-26.7% | $78,689-15.7% | $273,961-75.8% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 7.15% | 75.60%-68.5pp | 62.18%-55.0pp | 41.45%-34.3pp |
| Employer contribution / active EE | $870 | $3,176-72.6% | $2,851-69.5% | $4,869-82.1% |
| Participant deferral / active EE | $5,921 | $3,901+51.8% | $3,517+68.4% | $5,287+12.0% |
| Admin fee / account holder | $372 | $5,263-92.9% | $4,510-91.8% | $10,132-96.3% |