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 | $132,484 | $102,966+28.7% | $90,281+46.7% | $152,861-13.3% |
| Participation rate | 92.3% | 75.9%+16.4pp | 73.3%+19.0pp | 82.4%+9.9pp |
| Annual return | 23.98% | 95.16%-71.2pp | 78.10%-54.1pp | 345.32%-321.3pp |
| Employer contribution / active EE | $3,384 | $3,139+7.8% | $2,854+18.5% | $4,762-28.9% |
| Participant deferral / active EE | $10,317 | $4,281+141.0% | $3,885+165.5% | $5,850+76.4% |
| Admin fee / account holder | $5,040 | $6,171-18.3% | $5,351-5.8% | $11,596-56.5% |