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 | $66,371 | $70,428-5.8% | $96,562-31.3% | $85,850-22.7% |
| Participation rate | 79.3% | 61.8%+17.5pp | 69.8%+9.5pp | 69.3%+10.0pp |
| Annual return | 17.87% | 18.59%-0.7pp | 37.78%-19.9pp | 318.53%-300.7pp |
| Employer contribution / active EE | $2,771 | $1,413+96.1% | $2,356+17.6% | $2,565+8.0% |
| Participant deferral / active EE | $6,106 | $2,894+111.0% | $3,849+58.6% | $3,952+54.5% |
| Admin fee / account holder | $6,196 | $4,997+24.0% | $6,181+0.2% | $6,260-1.0% |