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 | $79,858 | $60,022+33.0% | $88,946-10.2% | $84,808-5.8% |
| Participation rate | 74.1% | 57.8%+16.3pp | 68.8%+5.3pp | 68.3%+5.8pp |
| Annual return | 13.93% | 22.43%-8.5pp | 57.82%-43.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,301 | $3,114+6.0% | $4,581-27.9% | $4,212-21.6% |
| Admin fee / account holder | $6,819 | $4,811+41.7% | $8,261-17.5% | $7,344-7.1% |