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 | $101,757 | $109,413-7.0% | $156,263-34.9% | $84,808+20.0% |
| Participation rate | 72.0% | 72.7%-0.7pp | 78.9%-6.9pp | 68.3%+3.7pp |
| Annual return | 18.38% | 20.18%-1.8pp | 59.47%-41.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,009 | $2,907+3.5% | $4,333-30.6% | $2,631+14.4% |
| Participant deferral / active EE | $6,412 | $4,590+39.7% | $6,158+4.1% | $4,212+52.2% |
| Admin fee / account holder | $769 | $9,357-91.8% | $14,255-94.6% | $7,344-89.5% |