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 | $85,605 | $123,793-30.8% | $177,821-51.9% | $79,858+7.2% |
| Participation rate | 80.0% | 84.7%-4.7pp | 87.7%-7.7pp | 69.6%+10.4pp |
| Annual return | 22.50% | 22.82%-0.3pp | 48.32%-25.8pp | 31.71%-9.2pp |
| Employer contribution / active EE | $1,629 | $4,095-60.2% | $5,918-72.5% | $2,471-34.1% |
| Participant deferral / active EE | $11,374 | $5,956+91.0% | $7,714+47.4% | $3,740+204.1% |
| Admin fee / account holder | $9,238 | $7,243+27.6% | $12,427-25.7% | $5,306+74.1% |