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 | $74,614 | $101,724-26.7% | $164,813-54.7% | $80,856-7.7% |
| Participation rate | 96.3% | 71.8%+24.5pp | 78.6%+17.7pp | 67.6%+28.7pp |
| Annual return | 14.68% | 16.72%-2.0pp | 69.93%-55.3pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,562 | $2,953+20.6% | $4,341-17.9% | $2,755+29.3% |
| Participant deferral / active EE | $5,623 | $4,477+25.6% | $6,031-6.8% | $4,296+30.9% |
| Admin fee / account holder | $424 | $8,227-94.8% | $12,690-96.7% | $6,918-93.9% |