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 | $108,502 | $106,584+1.8% | $101,326+7.1% | $142,382-23.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.18% | 36.93%-19.7pp | 36.82%-19.6pp | 217.08%-199.9pp |
| Employer contribution / active EE | $927 | $3,956-76.6% | $3,665-74.7% | $4,299-78.4% |
| Participant deferral / active EE | $3,141 | $8,297-62.1% | $7,994-60.7% | $6,507-51.7% |
| Admin fee / account holder | $5,894 | $11,446-48.5% | $11,185-47.3% | $12,624-53.3% |