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 | $129,295 | $176,056-26.6% | $159,436-18.9% | $167,490-22.8% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 15.72% | 331.75%-316.0pp | 263.57%-247.9pp | 478.56%-462.8pp |
| Employer contribution / active EE | $1,627 | $5,297-69.3% | $4,829-66.3% | $4,837-66.4% |
| Participant deferral / active EE | $9,534 | $7,750+23.0% | $7,352+29.7% | $6,341+50.3% |
| Admin fee / account holder | $12,704 | $12,554+1.2% | $10,799+17.6% | $12,309+3.2% |