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 | $99,877 | $109,413-8.7% | $156,263-36.1% | $84,808+17.8% |
| Participation rate | 86.5% | 72.7%+13.8pp | 78.9%+7.6pp | 68.3%+18.2pp |
| Annual return | 18.35% | 20.18%-1.8pp | 59.47%-41.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $7,898 | $2,907+171.7% | $4,333+82.3% | $2,631+200.2% |
| Participant deferral / active EE | $13,361 | $4,590+191.1% | $6,158+117.0% | $4,212+217.2% |
| Admin fee / account holder | $16,343 | $9,357+74.7% | $14,255+14.6% | $7,344+122.5% |