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 | $72,279 | $81,632-11.5% | $70,449+2.6% | $158,922-54.5% |
| Participation rate | 76.9% | 77.7%-0.8pp | 75.1%+1.9pp | 82.0%-5.0pp |
| Annual return | 17.62% | 208.40%-190.8pp | 109.03%-91.4pp | 302.83%-285.2pp |
| Employer contribution / active EE | $2,570 | $3,217-20.1% | $2,737-6.1% | $4,761-46.0% |
| Participant deferral / active EE | $8,490 | $4,554+86.4% | $3,709+128.9% | $5,982+41.9% |
| Admin fee / account holder | $4,945 | $6,193-20.1% | $3,845+28.6% | $11,246-56.0% |