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 | $99,256 | $165,335-40.0% | $149,696-33.7% | $158,922-37.5% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 16.17% | 348.15%-332.0pp | 276.60%-260.4pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,673 | $5,103-67.2% | $4,644-64.0% | $4,761-64.9% |
| Participant deferral / active EE | $7,229 | $7,181+0.7% | $6,842+5.7% | $5,982+20.8% |
| Admin fee / account holder | $2,267 | $10,807-79.0% | $9,309-75.6% | $11,246-79.8% |