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 | $147,727 | $177,572-16.8% | $154,803-4.6% | $142,382+3.8% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 12.73% | 65.07%-52.3pp | 58.88%-46.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $6,643 | $4,810+38.1% | $4,305+54.3% | $4,299+54.5% |
| Participant deferral / active EE | $5,156 | $6,272-17.8% | $5,540-6.9% | $6,507-20.8% |
| Admin fee / account holder | $4,869 | $16,786-71.0% | $14,329-66.0% | $12,624-61.4% |