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 | $123,963 | $109,413+13.3% | $156,263-20.7% | $84,808+46.2% |
| Participation rate | 90.0% | 72.7%+17.3pp | 78.9%+11.1pp | 68.3%+21.7pp |
| Annual return | 15.95% | 20.18%-4.2pp | 59.47%-43.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,755 | $2,907-39.6% | $4,333-59.5% | $2,631-33.3% |
| Participant deferral / active EE | $4,040 | $4,590-12.0% | $6,158-34.4% | $4,212-4.1% |
| Admin fee / account holder | $2,242 | $9,357-76.0% | $14,255-84.3% | $7,344-69.5% |