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 | $105,840 | $209,411-49.5% | $178,490-40.7% | $158,922-33.4% |
| Participation rate | 81.3% | 86.3%-5.1pp | 81.9%-0.7pp | 82.0%-0.7pp |
| Annual return | 14.11% | 188.75%-174.6pp | 151.07%-137.0pp | 302.83%-288.7pp |
| Employer contribution / active EE | $2,435 | $5,706-57.3% | $5,011-51.4% | $4,761-48.9% |
| Participant deferral / active EE | $4,730 | $5,954-20.6% | $5,202-9.1% | $5,982-20.9% |
| Admin fee / account holder | $16,151 | $17,074-5.4% | $13,984+15.5% | $11,246+43.6% |