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 | $90,432 | $81,460+11.0% | $103,333-12.5% | $80,856+11.8% |
| Participation rate | 89.7% | 66.8%+22.8pp | 74.5%+15.1pp | 67.6%+22.0pp |
| Annual return | 23.99% | 25.55%-1.6pp | 24.88%-0.9pp | 35.59%-11.6pp |
| Employer contribution / active EE | $6,324 | $3,105+103.7% | $3,868+63.5% | $2,755+129.6% |
| Participant deferral / active EE | $3,204 | $3,869-17.2% | $5,057-36.6% | $4,296-25.4% |
| Admin fee / account holder | $489 | $6,566-92.6% | $8,355-94.1% | $6,918-92.9% |