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 | $156,925 | $73,933+112.3% | $96,683+62.3% | $75,163+108.8% |
| Participation rate | 76.7% | 66.4%+10.2pp | 74.3%+2.3pp | 67.2%+9.5pp |
| Annual return | 15.01% | 26.70%-11.7pp | 35.69%-20.7pp | 160.62%-145.6pp |
| Employer contribution / active EE | $3,022 | $2,928+3.2% | $3,737-19.1% | $2,670+13.2% |
| Participant deferral / active EE | $4,097 | $3,659+12.0% | $4,878-16.0% | $4,125-0.7% |
| Admin fee / account holder | $5,121 | $5,216-1.8% | $6,730-23.9% | $5,651-9.4% |