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 | $122,153 | $118,849+2.8% | $96,562+26.5% | $167,490-27.1% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 19.00% | 50.49%-31.5pp | 37.78%-18.8pp | 478.56%-459.6pp |
| Employer contribution / active EE | $3,509 | $3,120+12.5% | $2,356+48.9% | $4,837-27.5% |
| Participant deferral / active EE | $4,476 | $4,616-3.0% | $3,849+16.3% | $6,341-29.4% |
| Admin fee / account holder | $1,190 | $8,065-85.2% | $6,181-80.7% | $12,309-90.3% |