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 | $101,037 | $78,705+28.4% | $117,854-14.3% | $70,131+44.1% |
| Participation rate | 75.0% | 73.2%+1.8pp | 79.7%-4.7pp | 69.5%+5.5pp |
| Annual return | 15.73% | 23.30%-7.6pp | 335.08%-319.4pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,138 | $2,223-48.8% | $3,786-69.9% | $2,342-51.4% |
| Participant deferral / active EE | $6,092 | $3,297+84.8% | $4,482+35.9% | $3,332+82.9% |
| Admin fee / account holder | $3,583 | $5,065-29.3% | $8,020-55.3% | $4,645-22.9% |