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 | $65,190 | $165,335-60.6% | $149,696-56.5% | $158,922-59.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 18.16% | 348.15%-330.0pp | 276.60%-258.4pp | 302.83%-284.7pp |
| Employer contribution / active EE | $2,576 | $5,103-49.5% | $4,644-44.5% | $4,761-45.9% |
| Participant deferral / active EE | $4,389 | $7,181-38.9% | $6,842-35.8% | $5,982-26.6% |
| Admin fee / account holder | $9,678 | $10,807-10.4% | $9,309+4.0% | $11,246-13.9% |