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 | $245,323 | $362,131-32.3% | $285,549-14.1% | $357,791-31.4% |
| Participation rate | 80.0% | 89.8%-9.8pp | 83.2%-3.2pp | 85.6%-5.6pp |
| Annual return | 9.18% | 5.08%+4.1pp | 7.15%+2.0pp | 396.79%-387.6pp |
| Employer contribution / active EE | $6,861 | $5,952+15.3% | $5,022+36.6% | $7,508-8.6% |
| Participant deferral / active EE | $7,000 | $5,478+27.8% | $4,549+53.9% | $5,521+26.8% |
| Admin fee / account holder | $1,687 | $16,774-89.9% | $13,934-87.9% | $28,387-94.1% |