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 | $101,493 | $93,571+8.5% | $135,903-25.3% | $75,163+35.0% |
| Participation rate | 71.4% | 75.2%-3.8pp | 81.9%-10.5pp | 67.2%+4.2pp |
| Annual return | 22.87% | 30.90%-8.0pp | 68.23%-45.4pp | 160.62%-137.8pp |
| Employer contribution / active EE | $3,110 | $3,537-12.1% | $4,856-36.0% | $2,670+16.5% |
| Participant deferral / active EE | $7,022 | $6,404+9.7% | $7,758-9.5% | $4,125+70.2% |
| Admin fee / account holder | $1,323 | $6,975-81.0% | $10,762-87.7% | $5,651-76.6% |