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 | $66,926 | $80,673-17.0% | $101,326-33.9% | $84,808-21.1% |
| Participation rate | 75.5% | 77.8%-2.3pp | 81.5%-6.0pp | 68.3%+7.2pp |
| Annual return | 16.64% | 38.95%-22.3pp | 36.82%-20.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,391 | $2,698-11.4% | $3,665-34.8% | $2,631-9.1% |
| Participant deferral / active EE | $4,879 | $6,840-28.7% | $7,994-39.0% | $4,212+15.9% |
| Admin fee / account holder | $7,089 | $12,784-44.5% | $11,185-36.6% | $7,344-3.5% |