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 | $88,871 | $93,571-5.0% | $135,903-34.6% | $75,163+18.2% |
| Participation rate | 71.2% | 75.2%-4.0pp | 81.9%-10.8pp | 67.2%+4.0pp |
| Annual return | 21.85% | 30.90%-9.1pp | 68.23%-46.4pp | 160.62%-138.8pp |
| Employer contribution / active EE | $2,216 | $3,537-37.3% | $4,856-54.4% | $2,670-17.0% |
| Participant deferral / active EE | $6,853 | $6,404+7.0% | $7,758-11.7% | $4,125+66.1% |
| Admin fee / account holder | $5,408 | $6,975-22.5% | $10,762-49.7% | $5,651-4.3% |