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 | $132,622 | $76,367+73.7% | $93,606+41.7% | $72,985+81.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 25.04% | 25.82%-0.8pp | 32.76%-7.7pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,283 | $2,275-43.6% | $2,718-52.8% | $2,440-47.4% |
| Participant deferral / active EE | $5,719 | $3,538+61.6% | $4,069+40.6% | $3,607+58.5% |
| Admin fee / account holder | $1,580 | $6,838-76.9% | $7,888-80.0% | $5,124-69.2% |