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 | $115,302 | $117,983-2.3% | $101,794+13.3% | $142,382-19.0% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.2%+23.1pp | 80.1%+12.2pp |
| Annual return | 18.80% | 36.92%-18.1pp | 30.53%-11.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,836 | $2,773+38.3% | $2,289+67.6% | $4,299-10.8% |
| Participant deferral / active EE | $0 | $4,714-100.0% | $4,084-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,345 | $10,433-87.1% | $8,777-84.7% | $12,624-89.3% |