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 | $96,647 | $77,503+24.7% | $100,391-3.7% | $80,856+19.5% |
| Participation rate | 73.7% | 76.9%-3.3pp | 81.5%-7.8pp | 67.6%+6.0pp |
| Annual return | 13.58% | 37.20%-23.6pp | 49.20%-35.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,300 | $2,801-53.6% | $3,942-67.0% | $2,755-52.8% |
| Participant deferral / active EE | $3,638 | $6,820-46.7% | $8,082-55.0% | $4,296-15.3% |
| Admin fee / account holder | $1,514 | $5,897-74.3% | $7,899-80.8% | $6,918-78.1% |