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 | $73,766 | $72,012+2.4% | $185,823-60.3% | $79,858-7.6% |
| Participation rate | 95.3% | 65.8%+29.6pp | 78.0%+17.3pp | 69.6%+25.7pp |
| Annual return | 18.43% | 23.12%-4.7pp | 35.95%-17.5pp | 31.71%-13.3pp |
| Employer contribution / active EE | $3,573 | $1,965+81.9% | $4,087-12.6% | $2,471+44.6% |
| Participant deferral / active EE | $3,668 | $3,779-2.9% | $5,632-34.9% | $3,740-1.9% |
| Admin fee / account holder | $8,398 | $4,513+86.1% | $9,500-11.6% | $5,306+58.3% |