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 | $135,341 | $165,335-18.1% | $149,696-9.6% | $158,922-14.8% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 14.56% | 348.15%-333.6pp | 276.60%-262.0pp | 302.83%-288.3pp |
| Employer contribution / active EE | $6,903 | $5,103+35.3% | $4,644+48.6% | $4,761+45.0% |
| Participant deferral / active EE | $11,301 | $7,181+57.4% | $6,842+65.2% | $5,982+88.9% |
| Admin fee / account holder | $1,190 | $10,807-89.0% | $9,309-87.2% | $11,246-89.4% |