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 | $144,032 | $176,056-18.2% | $159,436-9.7% | $167,490-14.0% |
| Participation rate | 73.7% | 84.9%-11.3pp | 82.8%-9.1pp | 82.1%-8.4pp |
| Annual return | 16.28% | 331.75%-315.5pp | 263.57%-247.3pp | 478.56%-462.3pp |
| Employer contribution / active EE | $4,872 | $5,297-8.0% | $4,829+0.9% | $4,837+0.7% |
| Participant deferral / active EE | $11,719 | $7,750+51.2% | $7,352+59.4% | $6,341+84.8% |
| Admin fee / account holder | $6,597 | $12,554-47.4% | $10,799-38.9% | $12,309-46.4% |