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 | $93,437 | $91,552+2.1% | $133,956-30.2% | $79,858+17.0% |
| Participation rate | 79.5% | 73.3%+6.1pp | 79.8%-0.4pp | 69.6%+9.9pp |
| Annual return | 10.61% | 61.85%-51.2pp | 45.09%-34.5pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,764 | $2,384-26.0% | $3,919-55.0% | $2,471-28.6% |
| Participant deferral / active EE | $3,981 | $3,733+6.6% | $5,048-21.1% | $3,740+6.4% |
| Admin fee / account holder | $15,790 | $6,321+149.8% | $8,927+76.9% | $5,306+197.6% |