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 | $135,827 | $185,822-26.9% | $169,993-20.1% | $139,434-2.6% |
| Participation rate | 84.6% | 87.8%-3.1pp | 87.0%-2.4pp | 80.3%+4.3pp |
| Annual return | 18.05% | 60.50%-42.4pp | 53.37%-35.3pp | 372.94%-354.9pp |
| Employer contribution / active EE | $3,442 | $7,590-54.7% | $6,785-49.3% | $4,751-27.6% |
| Participant deferral / active EE | $9,662 | $11,622-16.9% | $10,408-7.2% | $6,710+44.0% |
| Admin fee / account holder | $1,876 | $15,381-87.8% | $12,815-85.4% | $11,403-83.6% |