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 | $98,859 | $114,381-13.6% | $107,525-8.1% | $142,382-30.6% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.1%+19.0pp | 80.1%+14.0pp |
| Annual return | 17.06% | 242.71%-225.6pp | 181.32%-164.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $18,087 | $4,015+350.5% | $3,754+381.9% | $4,299+320.7% |
| Participant deferral / active EE | $4,908 | $5,564-11.8% | $5,116-4.1% | $6,507-24.6% |
| Admin fee / account holder | $7,436 | $9,860-24.6% | $8,919-16.6% | $12,624-41.1% |