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 | $127,903 | $157,256-18.7% | $141,162-9.4% | $152,861-16.3% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 22.58% | 64.32%-41.7pp | 71.39%-48.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $3,071 | $5,261-41.6% | $4,735-35.1% | $4,762-35.5% |
| Participant deferral / active EE | $4,660 | $7,109-34.5% | $6,709-30.5% | $5,850-20.4% |
| Admin fee / account holder | $5,558 | $12,120-54.1% | $10,261-45.8% | $11,596-52.1% |