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 | $91,149 | $165,335-44.9% | $149,696-39.1% | $158,922-42.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.96% | 348.15%-329.2pp | 276.60%-257.6pp | 302.83%-283.9pp |
| Employer contribution / active EE | $6,453 | $5,103+26.5% | $4,644+38.9% | $4,761+35.5% |
| Participant deferral / active EE | $10,625 | $7,181+48.0% | $6,842+55.3% | $5,982+77.6% |
| Admin fee / account holder | $17,261 | $10,807+59.7% | $9,309+85.4% | $11,246+53.5% |