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 | $123,102 | $106,584+15.5% | $101,326+21.5% | $142,382-13.5% |
| Participation rate | 94.4% | 82.7%+11.8pp | 81.5%+12.9pp | 80.1%+14.3pp |
| Annual return | 17.04% | 36.93%-19.9pp | 36.82%-19.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $8,152 | $3,956+106.1% | $3,665+122.4% | $4,299+89.6% |
| Participant deferral / active EE | $10,497 | $8,297+26.5% | $7,994+31.3% | $6,507+61.3% |
| Admin fee / account holder | $3,234 | $11,446-71.7% | $11,185-71.1% | $12,624-74.4% |