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 4-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 | $105,687 | $148,978-29.1% | $200,582-47.3% | $84,808+24.6% |
| Participation rate | 86.7% | 84.2%+2.4pp | 86.9%-0.2pp | 68.3%+18.4pp |
| Annual return | 19.89% | 28.16%-8.3pp | 42.33%-22.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $5,086 | $4,815+5.6% | $6,419-20.8% | $2,631+93.3% |
| Participant deferral / active EE | $8,758 | $7,142+22.6% | $9,331-6.1% | $4,212+108.0% |
| Admin fee / account holder | $1,818 | $13,977-87.0% | $16,305-88.9% | $7,344-75.3% |