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 | $126,556 | $110,261+14.8% | $95,745+32.2% | $139,434-9.2% |
| Participation rate | 77.8% | 75.8%+2.0pp | 72.3%+5.5pp | 80.3%-2.5pp |
| Annual return | 17.22% | 27.11%-9.9pp | 28.35%-11.1pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,297 | $3,257-29.5% | $2,835-19.0% | $4,751-51.7% |
| Participant deferral / active EE | $7,569 | $4,676+61.9% | $4,245+78.3% | $6,710+12.8% |
| Admin fee / account holder | $2,267 | $6,613-65.7% | $5,678-60.1% | $11,403-80.1% |