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 | $113,793 | $109,881+3.6% | $150,045-24.2% | $84,808+34.2% |
| Participation rate | 91.9% | 76.1%+15.8pp | 82.3%+9.6pp | 68.3%+23.6pp |
| Annual return | 16.59% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $6,713 | $3,561+88.5% | $4,693+43.0% | $2,631+155.2% |
| Participant deferral / active EE | $9,133 | $6,636+37.6% | $7,997+14.2% | $4,212+116.9% |
| Admin fee / account holder | $5,904 | $8,568-31.1% | $13,435-56.1% | $7,344-19.6% |