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 | $96,320 | $91,190+5.6% | $178,490-46.0% | $79,858+20.6% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 14.72% | 24.19%-9.5pp | 151.07%-136.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,985 | $3,256-39.0% | $5,011-60.4% | $2,471-19.7% |
| Participant deferral / active EE | $4,415 | $3,236+36.4% | $5,202-15.1% | $3,740+18.1% |
| Admin fee / account holder | $5,704 | $6,751-15.5% | $13,984-59.2% | $5,306+7.5% |