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 | $82,283 | $91,552-10.1% | $133,956-38.6% | $79,858+3.0% |
| Participation rate | 82.1% | 73.3%+8.8pp | 79.8%+2.3pp | 69.6%+12.5pp |
| Annual return | 47.38% | 61.85%-14.5pp | 45.09%+2.3pp | 31.71%+15.7pp |
| Employer contribution / active EE | $3,259 | $2,384+36.7% | $3,919-16.8% | $2,471+31.9% |
| Participant deferral / active EE | $4,894 | $3,733+31.1% | $5,048-3.0% | $3,740+30.9% |
| Admin fee / account holder | $1,114 | $6,321-82.4% | $8,927-87.5% | $5,306-79.0% |