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 | $89,769 | $99,985-10.2% | $146,665-38.8% | $85,850+4.6% |
| Participation rate | 75.9% | 73.1%+2.8pp | 80.1%-4.2pp | 69.3%+6.5pp |
| Annual return | 11.84% | 18.93%-7.1pp | 22.74%-10.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $1,983 | $2,559-22.5% | $4,136-52.1% | $2,565-22.7% |
| Participant deferral / active EE | $4,489 | $4,006+12.1% | $5,506-18.5% | $3,952+13.6% |
| Admin fee / account holder | $2,330 | $7,702-69.8% | $10,280-77.3% | $6,260-62.8% |