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 5-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 | $65,442 | $109,881-40.4% | $150,045-56.4% | $84,808-22.8% |
| Participation rate | 87.2% | 76.1%+11.1pp | 82.3%+4.9pp | 68.3%+18.9pp |
| Annual return | 19.10% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,881 | $3,561-19.1% | $4,693-38.6% | $2,631+9.5% |
| Participant deferral / active EE | $5,991 | $6,636-9.7% | $7,997-25.1% | $4,212+42.3% |
| Admin fee / account holder | $7,693 | $8,568-10.2% | $13,435-42.7% | $7,344+4.8% |