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 | $131,194 | $68,719+90.9% | $91,541+43.3% | $84,808+54.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 15.65% | 19.12%-3.5pp | 20.50%-4.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,519 | $1,920+31.2% | $2,505+0.6% | $2,631-4.3% |
| Participant deferral / active EE | $5,790 | $3,136+84.6% | $4,008+44.5% | $4,212+37.5% |
| Admin fee / account holder | $1,524 | $5,786-73.7% | $6,956-78.1% | $7,344-79.3% |