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 | $66,742 | $54,541+22.4% | $78,778-15.3% | $70,131-4.8% |
| Participation rate | 96.4% | 60.8%+35.6pp | 69.2%+27.2pp | 69.5%+26.9pp |
| Annual return | 16.16% | 21.07%-4.9pp | 35.62%-19.5pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,470 | $1,089+35.0% | $1,986-26.0% | $2,342-37.3% |
| Participant deferral / active EE | $1,904 | $2,210-13.9% | $2,958-35.7% | $3,332-42.9% |
| Admin fee / account holder | $2,248 | $3,709-39.4% | $5,134-56.2% | $4,645-51.6% |