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 | $105,138 | $84,233+24.8% | $170,442-38.3% | $70,131+49.9% |
| Participation rate | 92.0% | 70.8%+21.2pp | 83.6%+8.4pp | 69.5%+22.5pp |
| Annual return | 13.24% | 23.06%-9.8pp | 205.93%-192.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $3,142 | $3,387-7.2% | $5,433-42.2% | $2,342+34.1% |
| Participant deferral / active EE | $6,153 | $3,086+99.4% | $4,939+24.6% | $3,332+84.7% |
| Admin fee / account holder | $2,074 | $5,698-63.6% | $13,880-85.1% | $4,645-55.3% |