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 | $92,004 | $152,587-39.7% | $125,175-26.5% | $152,861-39.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.55% | 54.84%-37.3pp | 43.79%-26.2pp | 345.32%-327.8pp |
| Employer contribution / active EE | $4,456 | $4,946-9.9% | $3,865+15.3% | $4,762-6.4% |
| Participant deferral / active EE | $9,784 | $5,868+66.7% | $4,937+98.2% | $5,850+67.2% |
| Admin fee / account holder | $11,794 | $13,434-12.2% | $9,702+21.6% | $11,596+1.7% |