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 | $102,704 | $238,490-56.9% | $180,183-43.0% | $142,382-27.9% |
| Participation rate | 70.0% | 82.3%-12.3pp | 77.4%-7.4pp | 80.1%-10.1pp |
| Annual return | 12.97% | 33.56%-20.6pp | 27.86%-14.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,643 | $6,143-73.3% | $5,039-67.4% | $4,299-61.8% |
| Participant deferral / active EE | $7,132 | $7,996-10.8% | $6,822+4.5% | $6,507+9.6% |
| Admin fee / account holder | $5,427 | $28,866-81.2% | $19,975-72.8% | $12,624-57.0% |