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 | $47,765 | $99,341-51.9% | $84,750-43.6% | $273,961-82.6% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 19.98% | 22.93%-3.0pp | 22.78%-2.8pp | 41.45%-21.5pp |
| Employer contribution / active EE | $3,856 | $4,214-8.5% | $3,574+7.9% | $4,869-20.8% |
| Participant deferral / active EE | $10,923 | $4,269+155.8% | $3,712+194.3% | $5,287+106.6% |
| Admin fee / account holder | $452 | $6,644-93.2% | $5,332-91.5% | $10,132-95.5% |