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 | $94,570 | $81,460+16.1% | $103,333-8.5% | $80,856+17.0% |
| Participation rate | 76.3% | 66.8%+9.4pp | 74.5%+1.8pp | 67.6%+8.6pp |
| Annual return | 13.34% | 25.55%-12.2pp | 24.88%-11.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,706 | $3,105-12.9% | $3,868-30.0% | $2,755-1.8% |
| Participant deferral / active EE | $6,970 | $3,869+80.2% | $5,057+37.8% | $4,296+62.2% |
| Admin fee / account holder | $6,776 | $6,566+3.2% | $8,355-18.9% | $6,918-2.0% |