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 | $73,050 | $80,968-9.8% | $96,544-24.3% | $75,163-2.8% |
| Participation rate | 79.2% | 71.8%+7.5pp | 76.0%+3.3pp | 67.2%+12.1pp |
| Annual return | 21.09% | 27.06%-6.0pp | 25.84%-4.8pp | 160.62%-139.5pp |
| Employer contribution / active EE | $3,752 | $2,282+64.4% | $2,965+26.6% | $2,670+40.5% |
| Participant deferral / active EE | $6,919 | $3,928+76.2% | $4,851+42.6% | $4,125+67.7% |
| Admin fee / account holder | $5,530 | $6,724-17.8% | $8,252-33.0% | $5,651-2.1% |