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 | $68,849 | $109,359-37.0% | $162,163-57.5% | $72,985-5.7% |
| Participation rate | 85.0% | 84.3%+0.7pp | 87.6%-2.6pp | 69.5%+15.5pp |
| Annual return | 23.12% | 25.46%-2.3pp | 115.59%-92.5pp | 81.00%-57.9pp |
| Employer contribution / active EE | $2,600 | $3,907-33.5% | $5,614-53.7% | $2,440+6.5% |
| Participant deferral / active EE | $9,527 | $5,481+73.8% | $7,298+30.5% | $3,607+164.1% |
| Admin fee / account holder | $1,166 | $7,972-85.4% | $10,843-89.2% | $5,124-77.3% |