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 | $117,752 | $106,515+10.5% | $96,683+21.8% | $139,434-15.5% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 15.89% | 38.43%-22.5pp | 35.69%-19.8pp | 372.94%-357.1pp |
| Employer contribution / active EE | $3,283 | $4,103-20.0% | $3,737-12.1% | $4,751-30.9% |
| Participant deferral / active EE | $6,434 | $5,454+18.0% | $4,878+31.9% | $6,710-4.1% |
| Admin fee / account holder | $1,789 | $7,877-77.3% | $6,730-73.4% | $11,403-84.3% |