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 | $72,582 | $165,335-56.1% | $149,696-51.5% | $158,922-54.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.19% | 348.15%-334.0pp | 276.60%-262.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $6,048 | $5,103+18.5% | $4,644+30.2% | $4,761+27.0% |
| Participant deferral / active EE | $4,416 | $7,181-38.5% | $6,842-35.5% | $5,982-26.2% |
| Admin fee / account holder | $31,593 | $10,807+192.4% | $9,309+239.4% | $11,246+180.9% |