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 | $98,043 | $99,877-1.8% | $84,966+15.4% | $145,922-32.8% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 12.19% | 83.76%-71.6pp | 66.38%-54.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,658 | $3,231-48.7% | $2,727-39.2% | $4,660-64.4% |
| Participant deferral / active EE | $5,413 | $5,291+2.3% | $4,519+19.8% | $6,688-19.1% |
| Admin fee / account holder | $1,524 | $7,248-79.0% | $6,149-75.2% | $13,397-88.6% |