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 | $175,671 | $179,726-2.3% | $156,263+12.4% | $142,382+23.4% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.9%-6.2pp | 80.1%-7.4pp |
| Annual return | 17.91% | 77.86%-59.9pp | 59.47%-41.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,241 | $5,069-55.8% | $4,333-48.3% | $4,299-47.9% |
| Participant deferral / active EE | $4,669 | $6,956-32.9% | $6,158-24.2% | $6,507-28.3% |
| Admin fee / account holder | $8,856 | $17,272-48.7% | $14,255-37.9% | $12,624-29.8% |