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 | $62,487 | $78,926-20.8% | $136,749-54.3% | $84,808-26.3% |
| Participation rate | 95.5% | 62.2%+33.3pp | 72.1%+23.4pp | 68.3%+27.2pp |
| Annual return | 18.26% | 18.17%+0.1pp | 24.33%-6.1pp | 40.90%-22.6pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,977 | $3,168+57.1% | $4,692+6.1% | $4,212+18.2% |
| Admin fee / account holder | $2,108 | $6,369-66.9% | $11,386-81.5% | $7,344-71.3% |