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 | $93,992 | $111,754-15.9% | $103,333-9.0% | $145,922-35.6% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 18.78% | 24.77%-6.0pp | 24.88%-6.1pp | 561.29%-542.5pp |
| Employer contribution / active EE | $2,225 | $4,212-47.2% | $3,868-42.5% | $4,660-52.3% |
| Participant deferral / active EE | $4,489 | $5,619-20.1% | $5,057-11.2% | $6,688-32.9% |
| Admin fee / account holder | $1,068 | $9,750-89.0% | $8,355-87.2% | $13,397-92.0% |