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 | $97,897 | $93,571+4.6% | $135,903-28.0% | $75,163+30.2% |
| Participation rate | 93.2% | 75.2%+18.0pp | 81.9%+11.3pp | 67.2%+26.0pp |
| Annual return | 20.40% | 30.90%-10.5pp | 68.23%-47.8pp | 160.62%-140.2pp |
| Employer contribution / active EE | $6,268 | $3,537+77.2% | $4,856+29.1% | $2,670+134.8% |
| Participant deferral / active EE | $8,727 | $6,404+36.3% | $7,758+12.5% | $4,125+111.6% |
| Admin fee / account holder | $7,246 | $6,975+3.9% | $10,762-32.7% | $5,651+28.2% |