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 | $109,420 | $138,347-20.9% | $184,203-40.6% | $80,856+35.3% |
| Participation rate | 98.0% | 83.9%+14.2pp | 86.8%+11.2pp | 67.6%+30.4pp |
| Annual return | 45.82% | 20.02%+25.8pp | 28.81%+17.0pp | 35.59%+10.2pp |
| Employer contribution / active EE | $5,801 | $4,850+19.6% | $6,427-9.7% | $2,755+110.6% |
| Participant deferral / active EE | $8,390 | $7,071+18.7% | $9,131-8.1% | $4,296+95.3% |
| Admin fee / account holder | $2,701 | $10,483-74.2% | $13,901-80.6% | $6,918-61.0% |