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 7-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 | $103,844 | $60,892+70.5% | $82,389+26.0% | $84,808+22.4% |
| Participation rate | 77.1% | 63.3%+13.8pp | 69.5%+7.5pp | 68.3%+8.8pp |
| Annual return | 16.00% | 37.29%-21.3pp | 28.67%-12.7pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,792 | $1,779+56.9% | $2,517+10.9% | $2,631+6.1% |
| Participant deferral / active EE | $5,000 | $3,179+57.3% | $4,155+20.4% | $4,212+18.7% |
| Admin fee / account holder | $14,299 | $5,467+161.5% | $7,231+97.8% | $7,344+94.7% |