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 | $117,431 | $165,984-29.3% | $164,813-28.7% | $145,922-19.5% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 11.54% | 100.03%-88.5pp | 69.93%-58.4pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,061 | $5,273-60.9% | $4,341-52.5% | $4,660-55.8% |
| Participant deferral / active EE | $2,743 | $6,959-60.6% | $6,031-54.5% | $6,688-59.0% |
| Admin fee / account holder | $7,715 | $16,648-53.7% | $12,690-39.2% | $13,397-42.4% |