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 | $117,175 | $101,724+15.2% | $164,813-28.9% | $80,856+44.9% |
| Participation rate | 85.4% | 71.8%+13.5pp | 78.6%+6.8pp | 67.6%+17.7pp |
| Annual return | 18.87% | 16.72%+2.2pp | 69.93%-51.1pp | 35.59%-16.7pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,694 | $4,477-17.5% | $6,031-38.8% | $4,296-14.0% |
| Admin fee / account holder | $611 | $8,227-92.6% | $12,690-95.2% | $6,918-91.2% |