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 | $108,675 | $89,753+21.1% | $107,525+1.1% | $84,808+28.1% |
| Participation rate | 79.2% | 68.1%+11.2pp | 75.1%+4.1pp | 68.3%+10.9pp |
| Annual return | 15.92% | 29.48%-13.6pp | 181.32%-165.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $4,613 | $3,113+48.2% | $3,754+22.9% | $2,631+75.3% |
| Participant deferral / active EE | $8,086 | $4,056+99.3% | $5,116+58.1% | $4,212+92.0% |
| Admin fee / account holder | $18,569 | $7,222+157.1% | $8,919+108.2% | $7,344+152.9% |