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 | $84,012 | $89,355-6.0% | $141,162-40.5% | $72,985+15.1% |
| Participation rate | 72.1% | 75.1%-3.0pp | 82.5%-10.3pp | 69.5%+2.6pp |
| Annual return | 27.79% | 111.85%-84.1pp | 71.39%-43.6pp | 81.00%-53.2pp |
| Employer contribution / active EE | $2,986 | $3,114-4.1% | $4,735-36.9% | $2,440+22.4% |
| Participant deferral / active EE | $9,036 | $5,418+66.8% | $6,709+34.7% | $3,607+150.5% |
| Admin fee / account holder | $18,124 | $5,958+204.2% | $10,261+76.6% | $5,124+253.7% |