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 | $98,426 | $110,257-10.7% | $96,544+1.9% | $139,434-29.4% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.5pp |
| Annual return | 21.81% | 26.32%-4.5pp | 25.84%-4.0pp | 372.94%-351.1pp |
| Employer contribution / active EE | $2,017 | $3,620-44.3% | $2,965-32.0% | $4,751-57.5% |
| Participant deferral / active EE | $2,981 | $5,548-46.3% | $4,851-38.5% | $6,710-55.6% |
| Admin fee / account holder | $7,393 | $11,591-36.2% | $8,252-10.4% | $11,403-35.2% |