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 | $88,321 | $93,571-5.6% | $135,903-35.0% | $75,163+17.5% |
| Participation rate | 89.2% | 75.2%+14.1pp | 81.9%+7.3pp | 67.2%+22.0pp |
| Annual return | 24.51% | 30.90%-6.4pp | 68.23%-43.7pp | 160.62%-136.1pp |
| Employer contribution / active EE | $4,153 | $3,537+17.4% | $4,856-14.5% | $2,670+55.6% |
| Participant deferral / active EE | $9,142 | $6,404+42.7% | $7,758+17.8% | $4,125+121.6% |
| Admin fee / account holder | $1,130 | $6,975-83.8% | $10,762-89.5% | $5,651-80.0% |