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 | $106,459 | $127,065-16.2% | $113,168-5.9% | $142,382-25.2% |
| Participation rate | 94.4% | 79.2%+15.2pp | 76.6%+17.9pp | 80.1%+14.3pp |
| Annual return | 25.54% | 24.03%+1.5pp | 24.27%+1.3pp | 217.08%-191.5pp |
| Employer contribution / active EE | $2,822 | $3,442-18.0% | $2,975-5.2% | $4,299-34.4% |
| Participant deferral / active EE | $4,359 | $5,716-23.7% | $5,107-14.6% | $6,507-33.0% |
| Admin fee / account holder | $5,267 | $15,736-66.5% | $12,068-56.4% | $12,624-58.3% |