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 | $113,104 | $109,881+2.9% | $150,045-24.6% | $84,808+33.4% |
| Participation rate | 72.2% | 76.1%-3.9pp | 82.3%-10.1pp | 68.3%+3.9pp |
| Annual return | 19.57% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,917 | $3,561-18.1% | $4,693-37.8% | $2,631+10.9% |
| Participant deferral / active EE | $6,949 | $6,636+4.7% | $7,997-13.1% | $4,212+65.0% |
| Admin fee / account holder | $1,127 | $8,568-86.8% | $13,435-91.6% | $7,344-84.7% |