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 | $78,067 | $159,602-51.1% | $150,045-48.0% | $142,382-45.2% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.3%+9.0pp | 80.1%+11.2pp |
| Annual return | 24.61% | 70.24%-45.6pp | 62.55%-37.9pp | 217.08%-192.5pp |
| Employer contribution / active EE | $5,560 | $4,961+12.1% | $4,693+18.5% | $4,299+29.3% |
| Participant deferral / active EE | $10,895 | $8,310+31.1% | $7,997+36.2% | $6,507+67.4% |
| Admin fee / account holder | $902 | $14,846-93.9% | $13,435-93.3% | $12,624-92.9% |