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 | $86,168 | $57,016+51.1% | $84,966+1.4% | $80,856+6.6% |
| Participation rate | 81.8% | 56.3%+25.5pp | 67.5%+14.3pp | 67.6%+14.2pp |
| Annual return | 11.92% | 21.66%-9.7pp | 66.38%-54.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,537 | $1,798+41.1% | $2,727-7.0% | $2,755-7.9% |
| Participant deferral / active EE | $3,489 | $3,110+12.2% | $4,519-22.8% | $4,296-18.8% |
| Admin fee / account holder | $3,795 | $4,980-23.8% | $6,149-38.3% | $6,918-45.1% |