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 | $94,081 | $80,724+16.5% | $103,333-9.0% | $74,495+26.3% |
| Participation rate | 75.5% | 65.7%+9.8pp | 74.5%+1.0pp | 67.2%+8.3pp |
| Annual return | 13.08% | 27.56%-14.5pp | 24.88%-11.8pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $3,640 | $3,157+15.3% | $3,868-5.9% | $2,623+38.8% |
| Participant deferral / active EE | $6,358 | $3,860+64.7% | $5,057+25.7% | $4,346+46.3% |
| Admin fee / account holder | $3,888 | $2,368+64.2% | $8,355-53.5% | $1,942+100.2% |