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 | $66,225 | $106,515-37.8% | $96,683-31.5% | $139,434-52.5% |
| Participation rate | 76.2% | 77.8%-1.6pp | 74.3%+1.8pp | 80.3%-4.1pp |
| Annual return | 18.72% | 38.43%-19.7pp | 35.69%-17.0pp | 372.94%-354.2pp |
| Employer contribution / active EE | $3,592 | $4,103-12.5% | $3,737-3.9% | $4,751-24.4% |
| Participant deferral / active EE | $6,203 | $5,454+13.7% | $4,878+27.2% | $6,710-7.6% |
| Admin fee / account holder | $679 | $7,877-91.4% | $6,730-89.9% | $11,403-94.0% |