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 | $72,732 | $79,944-9.0% | $98,439-26.1% | $75,163-3.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 18.78% | 19.75%-1.0pp | 21.16%-2.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,720 | $2,264+20.2% | $3,048-10.8% | $2,670+1.9% |
| Participant deferral / active EE | $5,786 | $3,752+54.2% | $4,738+22.1% | $4,125+40.3% |
| Admin fee / account holder | $5,516 | $6,840-19.4% | $8,948-38.3% | $5,651-2.4% |