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 | $126,961 | $149,734-15.2% | $118,925+6.8% | $158,922-20.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 75.4%+8.0pp | 82.0%+1.4pp |
| Annual return | 9.67% | 19.95%-10.3pp | 35.88%-26.2pp | 302.83%-293.2pp |
| Employer contribution / active EE | $2,172 | $4,115-47.2% | $3,263-33.4% | $4,761-54.4% |
| Participant deferral / active EE | $18,705 | $5,223+258.1% | $4,265+338.6% | $5,982+212.7% |
| Admin fee / account holder | $2,275 | $8,603-73.6% | $6,581-65.4% | $11,246-79.8% |