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 | $98,568 | $78,422+25.7% | $95,952+2.7% | $79,858+23.4% |
| Participation rate | 88.5% | 73.5%+15.0pp | 77.1%+11.4pp | 69.6%+18.8pp |
| Annual return | 12.44% | 19.37%-6.9pp | 91.61%-79.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,336 | $1,945-31.3% | $2,541-47.4% | $2,471-45.9% |
| Participant deferral / active EE | $3,082 | $3,440-10.4% | $4,167-26.0% | $3,740-17.6% |
| Admin fee / account holder | $4,509 | $5,622-19.8% | $6,795-33.6% | $5,306-15.0% |