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 | $91,553 | $55,706+64.3% | $75,886+20.6% | $72,985+25.4% |
| Participation rate | 96.8% | 61.1%+35.6pp | 69.3%+27.5pp | 69.5%+27.3pp |
| Annual return | 17.35% | 27.59%-10.2pp | 30.76%-13.4pp | 81.00%-63.7pp |
| Employer contribution / active EE | $3,502 | $1,687+107.6% | $2,500+40.0% | $2,440+43.5% |
| Participant deferral / active EE | $2,172 | $2,634-17.5% | $3,603-39.7% | $3,607-39.8% |
| Admin fee / account holder | $9,101 | $3,978+128.8% | $5,418+68.0% | $5,124+77.6% |