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 | $95,765 | $80,673+18.7% | $101,326-5.5% | $84,808+12.9% |
| Participation rate | 71.0% | 77.8%-6.8pp | 81.5%-10.5pp | 68.3%+2.7pp |
| Annual return | 16.17% | 38.95%-22.8pp | 36.82%-20.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,917 | $2,698-28.9% | $3,665-47.7% | $2,631-27.1% |
| Participant deferral / active EE | $6,308 | $6,840-7.8% | $7,994-21.1% | $4,212+49.8% |
| Admin fee / account holder | $472 | $12,784-96.3% | $11,185-95.8% | $7,344-93.6% |