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 | $83,518 | $95,803-12.8% | $113,168-26.2% | $84,808-1.5% |
| Participation rate | 75.0% | 72.9%+2.1pp | 76.6%-1.6pp | 68.3%+6.7pp |
| Annual return | 56.25% | 25.00%+31.2pp | 24.27%+32.0pp | 40.90%+15.4pp |
| Employer contribution / active EE | $2,434 | $2,360+3.1% | $2,975-18.2% | $2,631-7.5% |
| Participant deferral / active EE | $6,345 | $4,242+49.6% | $5,107+24.2% | $4,212+50.7% |
| Admin fee / account holder | $4,222 | $8,989-53.0% | $12,068-65.0% | $7,344-42.5% |