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 | $110,179 | $112,881-2.4% | $90,951+21.1% | $158,922-30.7% |
| Participation rate | 92.3% | 74.7%+17.6pp | 69.0%+23.3pp | 82.0%+10.3pp |
| Annual return | 13.28% | 215.79%-202.5pp | 134.60%-121.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,198 | $2,893-24.0% | $2,122+3.6% | $4,761-53.8% |
| Participant deferral / active EE | $5,700 | $4,128+38.1% | $3,373+69.0% | $5,982-4.7% |
| Admin fee / account holder | $2,249 | $8,041-72.0% | $5,959-62.3% | $11,246-80.0% |