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 | $100,884 | $93,571+7.8% | $135,903-25.8% | $75,163+34.2% |
| Participation rate | 70.6% | 75.2%-4.6pp | 81.9%-11.3pp | 67.2%+3.4pp |
| Annual return | 22.65% | 30.90%-8.3pp | 68.23%-45.6pp | 160.62%-138.0pp |
| Employer contribution / active EE | $2,456 | $3,537-30.6% | $4,856-49.4% | $2,670-8.0% |
| Participant deferral / active EE | $5,157 | $6,404-19.5% | $7,758-33.5% | $4,125+25.0% |
| Admin fee / account holder | $5,293 | $6,975-24.1% | $10,762-50.8% | $5,651-6.3% |