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 | $41,165 | $114,381-64.0% | $107,525-61.7% | $142,382-71.1% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 11.69% | 242.71%-231.0pp | 181.32%-169.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $7,284 | $4,015+81.4% | $3,754+94.1% | $4,299+69.4% |
| Participant deferral / active EE | $5,369 | $5,564-3.5% | $5,116+4.9% | $6,507-17.5% |
| Admin fee / account holder | $2,996 | $9,860-69.6% | $8,919-66.4% | $12,624-76.3% |