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 | $103,468 | $197,591-47.6% | $177,821-41.8% | $158,922-34.9% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.7%+6.0pp | 82.0%+11.8pp |
| Annual return | 16.66% | 58.76%-42.1pp | 48.32%-31.7pp | 302.83%-286.2pp |
| Employer contribution / active EE | $5,261 | $6,697-21.5% | $5,918-11.1% | $4,761+10.5% |
| Participant deferral / active EE | $6,284 | $8,405-25.2% | $7,714-18.5% | $5,982+5.0% |
| Admin fee / account holder | $2,299 | $15,399-85.1% | $12,427-81.5% | $11,246-79.6% |