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 5-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 | $63,808 | $138,347-53.9% | $184,203-65.4% | $80,856-21.1% |
| Participation rate | 92.2% | 83.9%+8.4pp | 86.8%+5.4pp | 67.6%+24.6pp |
| Annual return | 20.12% | 20.02%+0.1pp | 28.81%-8.7pp | 35.59%-15.5pp |
| Employer contribution / active EE | $5,361 | $4,850+10.5% | $6,427-16.6% | $2,755+94.6% |
| Participant deferral / active EE | $12,834 | $7,071+81.5% | $9,131+40.5% | $4,296+198.7% |
| Admin fee / account holder | $4,888 | $10,483-53.4% | $13,901-64.8% | $6,918-29.3% |