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 | $79,656 | $123,793-35.7% | $177,821-55.2% | $79,858-0.3% |
| Participation rate | 97.6% | 84.7%+13.0pp | 87.7%+9.9pp | 69.6%+28.0pp |
| Annual return | 14.99% | 22.82%-7.8pp | 48.32%-33.3pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,852 | $4,095-54.8% | $5,918-68.7% | $2,471-25.0% |
| Participant deferral / active EE | $5,115 | $5,956-14.1% | $7,714-33.7% | $3,740+36.8% |
| Admin fee / account holder | $4,373 | $7,243-39.6% | $12,427-64.8% | $5,306-17.6% |