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 | $109,079 | $58,512+86.4% | $84,015+29.8% | $72,985+49.5% |
| Participation rate | 82.5% | 61.2%+21.3pp | 69.0%+13.5pp | 69.5%+13.0pp |
| Annual return | 17.47% | 28.93%-11.5pp | 71.31%-53.8pp | 81.00%-63.5pp |
| Employer contribution / active EE | $1,202 | $1,163+3.3% | $1,983-39.4% | $2,440-50.8% |
| Participant deferral / active EE | $2,670 | $2,394+11.6% | $3,239-17.6% | $3,607-26.0% |
| Admin fee / account holder | $4,591 | $4,569+0.5% | $6,101-24.7% | $5,124-10.4% |