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 | $111,273 | $121,625-8.5% | $104,607+6.4% | $158,922-30.0% |
| Participation rate | 86.7% | 77.5%+9.1pp | 74.1%+12.6pp | 82.0%+4.7pp |
| Annual return | 18.19% | 465.26%-447.1pp | 340.46%-322.3pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,447 | $3,163-54.2% | $2,681-46.0% | $4,761-69.6% |
| Participant deferral / active EE | $4,688 | $4,177+12.2% | $3,740+25.4% | $5,982-21.6% |
| Admin fee / account holder | $898 | $7,787-88.5% | $6,473-86.1% | $11,246-92.0% |