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 | $106,214 | $162,781-34.8% | $133,956-20.7% | $158,922-33.2% |
| Participation rate | 94.1% | 83.2%+10.9pp | 79.8%+14.3pp | 82.0%+12.2pp |
| Annual return | 10.84% | 41.94%-31.1pp | 45.09%-34.3pp | 302.83%-292.0pp |
| Employer contribution / active EE | $3,704 | $4,975-25.6% | $3,919-5.5% | $4,761-22.2% |
| Participant deferral / active EE | $3,211 | $5,911-45.7% | $5,048-36.4% | $5,982-46.3% |
| Admin fee / account holder | $1,946 | $11,736-83.4% | $8,927-78.2% | $11,246-82.7% |