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 | $115,694 | $78,926+46.6% | $136,749-15.4% | $84,808+36.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 14.09% | 18.17%-4.1pp | 24.33%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,884 | $2,134+35.1% | $3,400-15.2% | $2,631+9.6% |
| Participant deferral / active EE | $4,778 | $3,168+50.8% | $4,692+1.8% | $4,212+13.5% |
| Admin fee / account holder | $9,237 | $6,369+45.0% | $11,386-18.9% | $7,344+25.8% |