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 | $153,627 | $181,894-15.5% | $156,549-1.9% | $273,961-43.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.70% | 30.74%-26.0pp | 32.23%-27.5pp | 41.45%-36.8pp |
| Employer contribution / active EE | $5,791 | $6,248-7.3% | $5,501+5.3% | $4,869+19.0% |
| Participant deferral / active EE | $5,022 | $5,550-9.5% | $4,871+3.1% | $5,287-5.0% |
| Admin fee / account holder | $6,040 | $15,559-61.2% | $13,027-53.6% | $10,132-40.4% |