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 | $103,165 | $135,952-24.1% | $123,892-16.7% | $273,961-62.3% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 6.06% | 56.63%-50.6pp | 47.52%-41.5pp | 41.45%-35.4pp |
| Employer contribution / active EE | $9,463 | $5,170+83.0% | $4,617+105.0% | $4,869+94.4% |
| Participant deferral / active EE | $5,444 | $6,343-14.2% | $5,984-9.0% | $5,287+3.0% |
| Admin fee / account holder | $15,625 | $9,817+59.2% | $8,357+87.0% | $10,132+54.2% |