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 | $112,075 | $68,547+63.5% | $120,354-6.9% | $80,856+38.6% |
| Participation rate | 96.9% | 61.6%+35.3pp | 71.9%+25.0pp | 67.6%+29.2pp |
| Annual return | 10.66% | 23.60%-12.9pp | 107.15%-96.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,436 | $2,051+18.7% | $3,463-29.7% | $2,755-11.6% |
| Participant deferral / active EE | $3,738 | $3,173+17.8% | $4,991-25.1% | $4,296-13.0% |
| Admin fee / account holder | $11,388 | $5,732+98.7% | $9,423+20.9% | $6,918+64.6% |