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 | $71,135 | $77,813-8.6% | $123,544-42.4% | $64,186+10.8% |
| Participation rate | 97.9% | 74.7%+23.2pp | 82.3%+15.6pp | 69.6%+28.3pp |
| Annual return | 9.41% | 12.48%-3.1pp | 119.20%-109.8pp | 7.63%+1.8pp |
| Employer contribution / active EE | $2,855 | $3,014-5.3% | $4,628-38.3% | $2,381+19.9% |
| Participant deferral / active EE | $4,739 | $5,240-9.6% | $6,426-26.2% | $3,470+36.6% |
| Admin fee / account holder | $2,807 | $5,519-49.1% | $9,284-69.8% | $4,888-42.6% |