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 | $82,728 | $93,571-11.6% | $135,903-39.1% | $75,163+10.1% |
| Participation rate | 93.8% | 75.2%+18.6pp | 81.9%+11.8pp | 67.2%+26.6pp |
| Annual return | 19.74% | 30.90%-11.2pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,361 | $3,537-33.2% | $4,856-51.4% | $2,670-11.6% |
| Participant deferral / active EE | $14,475 | $6,404+126.0% | $7,758+86.6% | $4,125+250.9% |
| Admin fee / account holder | $9,284 | $6,975+33.1% | $10,762-13.7% | $5,651+64.3% |