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 | $86,075 | $152,587-43.6% | $125,175-31.2% | $152,861-43.7% |
| Participation rate | 70.6% | 83.3%-12.7pp | 79.8%-9.2pp | 82.4%-11.9pp |
| Annual return | 22.32% | 54.84%-32.5pp | 43.79%-21.5pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,045 | $4,946-58.7% | $3,865-47.1% | $4,762-57.1% |
| Participant deferral / active EE | $5,037 | $5,868-14.2% | $4,937+2.0% | $5,850-13.9% |
| Admin fee / account holder | $10,569 | $13,434-21.3% | $9,702+8.9% | $11,596-8.9% |