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 | $83,894 | $86,286-2.8% | $111,297-24.6% | $85,850-2.3% |
| Participation rate | 76.7% | 73.3%+3.4pp | 77.3%-0.6pp | 69.3%+7.4pp |
| Annual return | 21.28% | 19.99%+1.3pp | 54.65%-33.4pp | 318.53%-297.3pp |
| Employer contribution / active EE | $1,195 | $2,043-41.5% | $2,731-56.2% | $2,565-53.4% |
| Participant deferral / active EE | $2,867 | $3,641-21.2% | $4,487-36.1% | $3,952-27.4% |
| Admin fee / account holder | $20,640 | $8,188+152.1% | $7,964+159.2% | $6,260+229.7% |