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 | $102,121 | $157,256-35.1% | $141,162-27.7% | $152,861-33.2% |
| Participation rate | 81.0% | 84.8%-3.9pp | 82.5%-1.5pp | 82.4%-1.5pp |
| Annual return | 25.93% | 64.32%-38.4pp | 71.39%-45.5pp | 345.32%-319.4pp |
| Employer contribution / active EE | $2,796 | $5,261-46.9% | $4,735-41.0% | $4,762-41.3% |
| Participant deferral / active EE | $5,593 | $7,109-21.3% | $6,709-16.6% | $5,850-4.4% |
| Admin fee / account holder | $3,646 | $12,120-69.9% | $10,261-64.5% | $11,596-68.6% |