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 | $98,167 | $85,766+14.5% | $136,294-28.0% | $70,131+40.0% |
| Participation rate | 97.2% | 74.2%+23.1pp | 81.9%+15.3pp | 69.5%+27.7pp |
| Annual return | 17.74% | 31.45%-13.7pp | 5155.94%-5138.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,343 | $2,966-54.7% | $4,695-71.4% | $2,342-42.7% |
| Participant deferral / active EE | $7,021 | $5,051+39.0% | $6,247+12.4% | $3,332+110.7% |
| Admin fee / account holder | $1,678 | $5,420-69.0% | $9,243-81.8% | $4,645-63.9% |