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 | $76,784 | $109,413-29.8% | $156,263-50.9% | $84,808-9.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 14.82% | 20.18%-5.4pp | 59.47%-44.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,622 | $2,907-9.8% | $4,333-39.5% | $2,631-0.3% |
| Participant deferral / active EE | $5,236 | $4,590+14.1% | $6,158-15.0% | $4,212+24.3% |
| Admin fee / account holder | $340 | $9,357-96.4% | $14,255-97.6% | $7,344-95.4% |