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 | $50,698 | $63,764-20.5% | $81,930-38.1% | $79,858-36.5% |
| Participation rate | 89.3% | 67.5%+21.8pp | 72.0%+17.3pp | 69.6%+19.7pp |
| Annual return | 18.01% | 22.66%-4.6pp | 29.49%-11.5pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,964 | $1,795+9.4% | $4,310-54.4% | $2,471-20.5% |
| Participant deferral / active EE | $4,844 | $2,780+74.2% | $7,107-31.8% | $3,740+29.5% |
| Admin fee / account holder | $1,369 | $4,426-69.1% | $5,158-73.5% | $5,306-74.2% |