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 | $60,726 | $79,449-23.6% | $189,557-68.0% | $85,850-29.3% |
| Participation rate | 73.5% | 66.0%+7.5pp | 78.4%-4.9pp | 69.3%+4.2pp |
| Annual return | 12.95% | 18.45%-5.5pp | 64.17%-51.2pp | 318.53%-305.6pp |
| Employer contribution / active EE | $1,385 | $2,081-33.4% | $4,412-68.6% | $2,565-46.0% |
| Participant deferral / active EE | $9,333 | $4,051+130.4% | $6,174+51.2% | $3,952+136.2% |
| Admin fee / account holder | $7,465 | $5,377+38.8% | $9,807-23.9% | $6,260+19.3% |