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 | $81,880 | $183,519-55.4% | $155,509-47.3% | $145,922-43.9% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 10.50% | 61.17%-50.7pp | 64.67%-54.2pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,690 | $5,313-49.4% | $4,672-42.4% | $4,660-42.3% |
| Participant deferral / active EE | $7,450 | $6,462+15.3% | $5,626+32.4% | $6,688+11.4% |
| Admin fee / account holder | $10,545 | $19,313-45.4% | $15,912-33.7% | $13,397-21.3% |