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 | $83,101 | $81,460+2.0% | $103,333-19.6% | $80,856+2.8% |
| Participation rate | 73.5% | 66.8%+6.7pp | 74.5%-1.0pp | 67.6%+5.9pp |
| Annual return | 15.39% | 25.55%-10.2pp | 24.88%-9.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,695 | $3,105-45.4% | $3,868-56.2% | $2,755-38.5% |
| Participant deferral / active EE | $3,822 | $3,869-1.2% | $5,057-24.4% | $4,296-11.0% |
| Admin fee / account holder | $4,148 | $6,566-36.8% | $8,355-50.4% | $6,918-40.0% |