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 | $61,123 | $93,346-34.5% | $71,796-14.9% | $273,961-77.7% |
| Participation rate | 78.3% | 76.5%+1.7pp | 69.1%+9.1pp | 83.0%-4.8pp |
| Annual return | 6.20% | 130.39%-124.2pp | 78.04%-71.8pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,477 | $2,733-46.0% | $1,924-23.3% | $4,869-69.7% |
| Participant deferral / active EE | $3,267 | $3,475-6.0% | $2,794+16.9% | $5,287-38.2% |
| Admin fee / account holder | $1,074 | $6,571-83.7% | $4,815-77.7% | $10,132-89.4% |