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 | $70,396 | $93,571-24.8% | $135,903-48.2% | $75,163-6.3% |
| Participation rate | 74.3% | 75.2%-0.9pp | 81.9%-7.6pp | 67.2%+7.1pp |
| Annual return | 21.61% | 30.90%-9.3pp | 68.23%-46.6pp | 160.62%-139.0pp |
| Employer contribution / active EE | $1,383 | $3,537-60.9% | $4,856-71.5% | $2,670-48.2% |
| Participant deferral / active EE | $7,452 | $6,404+16.4% | $7,758-3.9% | $4,125+80.7% |
| Admin fee / account holder | $441 | $6,975-93.7% | $10,762-95.9% | $5,651-92.2% |