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 | $126,801 | $81,460+55.7% | $103,333+22.7% | $80,856+56.8% |
| Participation rate | 77.4% | 66.8%+10.6pp | 74.5%+2.9pp | 67.6%+9.8pp |
| Annual return | 15.01% | 25.55%-10.5pp | 24.88%-9.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,800 | $3,869+49.9% | $5,057+14.7% | $4,296+35.0% |
| Admin fee / account holder | $2,955 | $6,566-55.0% | $8,355-64.6% | $6,918-57.3% |