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 | $118,336 | $126,574-6.5% | $106,213+11.4% | $145,922-18.9% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.9pp | 80.3%-8.8pp |
| Annual return | 13.51% | 224.79%-211.3pp | 116.14%-102.6pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,469 | $3,730-7.0% | $3,171+9.4% | $4,660-25.5% |
| Participant deferral / active EE | $11,209 | $5,724+95.8% | $5,016+123.5% | $6,688+67.6% |
| Admin fee / account holder | $1,930 | $17,304-88.8% | $11,033-82.5% | $13,397-85.6% |