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 | $59,761 | $109,413-45.4% | $156,263-61.8% | $84,808-29.5% |
| Participation rate | 78.6% | 72.7%+5.9pp | 78.9%-0.3pp | 68.3%+10.3pp |
| Annual return | 14.29% | 20.18%-5.9pp | 59.47%-45.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,547 | $2,907+22.0% | $4,333-18.1% | $2,631+34.8% |
| Participant deferral / active EE | $7,307 | $4,590+59.2% | $6,158+18.6% | $4,212+73.5% |
| Admin fee / account holder | $5,192 | $9,357-44.5% | $14,255-63.6% | $7,344-29.3% |