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 | $75,269 | $152,587-50.7% | $125,175-39.9% | $152,861-50.8% |
| Participation rate | 93.8% | 83.3%+10.4pp | 79.8%+14.0pp | 82.4%+11.3pp |
| Annual return | 23.03% | 54.84%-31.8pp | 43.79%-20.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $2,950 | $4,946-40.4% | $3,865-23.7% | $4,762-38.0% |
| Participant deferral / active EE | $4,499 | $5,868-23.3% | $4,937-8.9% | $5,850-23.1% |
| Admin fee / account holder | $10,548 | $13,434-21.5% | $9,702+8.7% | $11,596-9.0% |