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 3-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 | $87,302 | $127,065-31.3% | $113,168-22.9% | $142,382-38.7% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 16.08% | 24.03%-8.0pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,034 | $3,442-40.9% | $2,975-31.6% | $4,299-52.7% |
| Participant deferral / active EE | $3,394 | $5,716-40.6% | $5,107-33.5% | $6,507-47.8% |
| Admin fee / account holder | $1,018 | $15,736-93.5% | $12,068-91.6% | $12,624-91.9% |