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 | $132,240 | $110,261+19.9% | $95,745+38.1% | $139,434-5.2% |
| Participation rate | 86.7% | 75.8%+10.9pp | 72.3%+14.4pp | 80.3%+6.3pp |
| Annual return | 13.27% | 27.11%-13.8pp | 28.35%-15.1pp | 372.94%-359.7pp |
| Employer contribution / active EE | $8,319 | $3,257+155.4% | $2,835+193.5% | $4,751+75.1% |
| Participant deferral / active EE | $6,748 | $4,676+44.3% | $4,245+59.0% | $6,710+0.6% |
| Admin fee / account holder | $2,114 | $6,613-68.0% | $5,678-62.8% | $11,403-81.5% |