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 | $76,542 | $101,724-24.8% | $164,813-53.6% | $80,856-5.3% |
| Participation rate | 91.7% | 71.8%+19.8pp | 78.6%+13.1pp | 67.6%+24.0pp |
| Annual return | 16.87% | 16.72%+0.2pp | 69.93%-53.1pp | 35.59%-18.7pp |
| Employer contribution / active EE | $4,443 | $2,953+50.4% | $4,341+2.4% | $2,755+61.3% |
| Participant deferral / active EE | $9,283 | $4,477+107.3% | $6,031+53.9% | $4,296+116.1% |
| Admin fee / account holder | $4,293 | $8,227-47.8% | $12,690-66.2% | $6,918-37.9% |