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 | $108,998 | $105,181+3.6% | $159,436-31.6% | $85,850+27.0% |
| Participation rate | 74.0% | 75.8%-1.8pp | 82.8%-8.8pp | 69.3%+4.7pp |
| Annual return | 31.27% | 45.07%-13.8pp | 263.57%-232.3pp | 318.53%-287.3pp |
| Employer contribution / active EE | $3,469 | $3,318+4.5% | $4,829-28.2% | $2,565+35.2% |
| Participant deferral / active EE | $7,887 | $5,945+32.7% | $7,352+7.3% | $3,952+99.6% |
| Admin fee / account holder | $1,586 | $6,933-77.1% | $10,799-85.3% | $6,260-74.7% |