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 | $75,135 | $165,335-54.6% | $149,696-49.8% | $158,922-52.7% |
| Participation rate | 85.0% | 84.6%+0.4pp | 82.5%+2.5pp | 82.0%+3.0pp |
| Annual return | 61.91% | 348.15%-286.2pp | 276.60%-214.7pp | 302.83%-240.9pp |
| Employer contribution / active EE | $3,393 | $5,103-33.5% | $4,644-27.0% | $4,761-28.7% |
| Participant deferral / active EE | $2,971 | $7,181-58.6% | $6,842-56.6% | $5,982-50.3% |
| Admin fee / account holder | $19,687 | $10,807+82.2% | $9,309+111.5% | $11,246+75.1% |