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 | $125,924 | $117,841+6.9% | $102,423+22.9% | $145,922-13.7% |
| Participation rate | 76.2% | 78.6%-2.4pp | 76.5%-0.3pp | 80.3%-4.1pp |
| Annual return | 16.51% | 31.65%-15.1pp | 29.32%-12.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,119 | $3,615-41.4% | $3,023-29.9% | $4,660-54.5% |
| Participant deferral / active EE | $3,835 | $5,731-33.1% | $5,053-24.1% | $6,688-42.7% |
| Admin fee / account holder | $7,928 | $13,326-40.5% | $9,451-16.1% | $13,397-40.8% |