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 | $65,204 | $138,347-52.9% | $184,203-64.6% | $80,856-19.4% |
| Participation rate | 89.8% | 83.9%+5.9pp | 86.8%+3.0pp | 67.6%+22.2pp |
| Annual return | 14.95% | 20.02%-5.1pp | 28.81%-13.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,072 | $4,850-57.3% | $6,427-67.8% | $2,755-24.8% |
| Participant deferral / active EE | $7,679 | $7,071+8.6% | $9,131-15.9% | $4,296+78.7% |
| Admin fee / account holder | $12,418 | $10,483+18.5% | $13,901-10.7% | $6,918+79.5% |