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 | $80,807 | $138,347-41.6% | $184,203-56.1% | $80,856-0.1% |
| Participation rate | 73.3% | 83.9%-10.5pp | 86.8%-13.5pp | 67.6%+5.7pp |
| Annual return | 15.32% | 20.02%-4.7pp | 28.81%-13.5pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,555 | $4,850-67.9% | $6,427-75.8% | $2,755-43.6% |
| Participant deferral / active EE | $6,334 | $7,071-10.4% | $9,131-30.6% | $4,296+47.5% |
| Admin fee / account holder | $2,176 | $10,483-79.2% | $13,901-84.3% | $6,918-68.5% |