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 | $85,455 | $181,894-53.0% | $156,549-45.4% | $273,961-68.8% |
| Participation rate | 86.4% | 88.4%-2.0pp | 84.0%+2.4pp | 83.0%+3.3pp |
| Annual return | 8.97% | 30.74%-21.8pp | 32.23%-23.3pp | 41.45%-32.5pp |
| Employer contribution / active EE | $2,254 | $6,248-63.9% | $5,501-59.0% | $4,869-53.7% |
| Participant deferral / active EE | $5,510 | $5,550-0.7% | $4,871+13.1% | $5,287+4.2% |
| Admin fee / account holder | $4,295 | $15,559-72.4% | $13,027-67.0% | $10,132-57.6% |