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 | $91,075 | $115,770-21.3% | $101,248-10.0% | $158,922-42.7% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 18.28% | 56.14%-37.9pp | 46.47%-28.2pp | 302.83%-284.5pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,990 | $4,957-19.5% | $4,370-8.7% | $5,982-33.3% |
| Admin fee / account holder | $9,568 | $7,245+32.1% | $5,945+60.9% | $11,246-14.9% |