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 | $87,045 | $98,750-11.9% | $149,696-41.9% | $79,858+9.0% |
| Participation rate | 86.5% | 75.8%+10.8pp | 82.5%+4.1pp | 69.6%+16.9pp |
| Annual return | 12.87% | 27.43%-14.6pp | 276.60%-263.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $4,259 | $3,216+32.4% | $4,644-8.3% | $2,471+72.4% |
| Participant deferral / active EE | $10,576 | $5,680+86.2% | $6,842+54.6% | $3,740+182.8% |
| Admin fee / account holder | $13,715 | $6,053+126.6% | $9,309+47.3% | $5,306+158.5% |