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 | $91,328 | $197,591-53.8% | $177,821-48.6% | $158,922-42.5% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.7%+6.0pp | 82.0%+11.8pp |
| Annual return | 15.10% | 58.76%-43.7pp | 48.32%-33.2pp | 302.83%-287.7pp |
| Employer contribution / active EE | $5,059 | $6,697-24.5% | $5,918-14.5% | $4,761+6.3% |
| Participant deferral / active EE | $10,931 | $8,405+30.1% | $7,714+41.7% | $5,982+82.7% |
| Admin fee / account holder | $6,918 | $15,399-55.1% | $12,427-44.3% | $11,246-38.5% |