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 | $136,272 | $100,754+35.3% | $86,677+57.2% | $134,475+1.3% |
| Participation rate | 79.2% | 78.9%+0.2pp | 76.6%+2.6pp | 81.2%-2.1pp |
| Annual return | 0.30% | 29.04%-28.7pp | 35.91%-35.6pp | 417.96%-417.7pp |
| Employer contribution / active EE | $1,082 | $3,489-69.0% | $2,836-61.9% | $4,740-77.2% |
| Participant deferral / active EE | $4,281 | $5,338-19.8% | $4,656-8.1% | $6,400-33.1% |
| Admin fee / account holder | $1,602 | $10,926-85.3% | $7,493-78.6% | $11,426-86.0% |