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 | $67,965 | $99,985-32.0% | $146,665-53.7% | $85,850-20.8% |
| Participation rate | 80.4% | 73.1%+7.4pp | 80.1%+0.4pp | 69.3%+11.1pp |
| Annual return | 12.21% | 18.93%-6.7pp | 22.74%-10.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $4,538 | $2,559+77.3% | $4,136+9.7% | $2,565+76.9% |
| Participant deferral / active EE | $4,467 | $4,006+11.5% | $5,506-18.9% | $3,952+13.0% |
| Admin fee / account holder | $3,044 | $7,702-60.5% | $10,280-70.4% | $6,260-51.4% |