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 | $100,934 | $64,480+56.5% | $81,382+24.0% | $80,856+24.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 10.41% | 16.34%-5.9pp | 24.73%-14.3pp | 35.59%-25.2pp |
| Employer contribution / active EE | $5,289 | $1,978+167.3% | $2,463+114.8% | $2,755+92.0% |
| Participant deferral / active EE | $2,184 | $3,094-29.4% | $3,883-43.7% | $4,296-49.2% |
| Admin fee / account holder | $4,209 | $5,671-25.8% | $5,768-27.0% | $6,918-39.2% |