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 | $87,681 | $77,813+12.7% | $123,544-29.0% | $64,186+36.6% |
| Participation rate | 78.0% | 74.7%+3.3pp | 82.3%-4.2pp | 69.6%+8.5pp |
| Annual return | 3.23% | 12.48%-9.3pp | 119.20%-116.0pp | 7.63%-4.4pp |
| Employer contribution / active EE | $2,130 | $3,014-29.3% | $4,628-54.0% | $2,381-10.5% |
| Participant deferral / active EE | $3,410 | $5,240-34.9% | $6,426-46.9% | $3,470-1.7% |
| Admin fee / account holder | $419 | $5,519-92.4% | $9,284-95.5% | $4,888-91.4% |