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 | $67,870 | $73,933-8.2% | $96,683-29.8% | $75,163-9.7% |
| Participation rate | 85.3% | 66.4%+18.9pp | 74.3%+11.0pp | 67.2%+18.1pp |
| Annual return | 22.94% | 26.70%-3.8pp | 35.69%-12.8pp | 160.62%-137.7pp |
| Employer contribution / active EE | $1,752 | $2,928-40.1% | $3,737-53.1% | $2,670-34.4% |
| Participant deferral / active EE | $3,485 | $3,659-4.7% | $4,878-28.6% | $4,125-15.5% |
| Admin fee / account holder | $7,260 | $5,216+39.2% | $6,730+7.9% | $5,651+28.5% |