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 | $59,363 | $60,022-1.1% | $88,946-33.3% | $84,808-30.0% |
| Participation rate | 88.9% | 57.8%+31.0pp | 68.8%+20.0pp | 68.3%+20.6pp |
| Annual return | 22.95% | 22.43%+0.5pp | 57.82%-34.9pp | 40.90%-18.0pp |
| Employer contribution / active EE | $4,809 | $1,703+182.4% | $2,555+88.2% | $2,631+82.8% |
| Participant deferral / active EE | $11,814 | $3,114+279.4% | $4,581+157.9% | $4,212+180.5% |
| Admin fee / account holder | $4,892 | $4,811+1.7% | $8,261-40.8% | $7,344-33.4% |