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 | $129,098 | $214,378-39.8% | $200,582-35.6% | $142,382-9.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 17.92% | 46.41%-28.5pp | 42.33%-24.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,064 | $6,841-55.2% | $6,419-52.3% | $4,299-28.7% |
| Participant deferral / active EE | $7,328 | $9,865-25.7% | $9,331-21.5% | $6,507+12.6% |
| Admin fee / account holder | $1,248 | $17,692-92.9% | $16,305-92.3% | $12,624-90.1% |