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 | $93,456 | $80,968+15.4% | $96,544-3.2% | $75,163+24.3% |
| Participation rate | 88.9% | 71.8%+17.1pp | 76.0%+12.9pp | 67.2%+21.7pp |
| Annual return | 16.93% | 27.06%-10.1pp | 25.84%-8.9pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,744 | $2,282-23.6% | $2,965-41.2% | $2,670-34.7% |
| Participant deferral / active EE | $4,946 | $3,928+25.9% | $4,851+2.0% | $4,125+19.9% |
| Admin fee / account holder | $1,735 | $6,724-74.2% | $8,252-79.0% | $5,651-69.3% |