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 | $129,563 | $165,335-21.6% | $149,696-13.4% | $158,922-18.5% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 10.39% | 348.15%-337.8pp | 276.60%-266.2pp | 302.83%-292.4pp |
| Employer contribution / active EE | $1,333 | $5,103-73.9% | $4,644-71.3% | $4,761-72.0% |
| Participant deferral / active EE | $5,061 | $7,181-29.5% | $6,842-26.0% | $5,982-15.4% |
| Admin fee / account holder | $482 | $10,807-95.5% | $9,309-94.8% | $11,246-95.7% |