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 | $198,992 | $197,591+0.7% | $177,821+11.9% | $158,922+25.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.57% | 58.76%-46.2pp | 48.32%-35.8pp | 302.83%-290.3pp |
| Employer contribution / active EE | $1,763 | $6,697-73.7% | $5,918-70.2% | $4,761-63.0% |
| Participant deferral / active EE | $4,884 | $8,405-41.9% | $7,714-36.7% | $5,982-18.4% |
| Admin fee / account holder | $2,499 | $15,399-83.8% | $12,427-79.9% | $11,246-77.8% |