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 | $128,496 | $107,334+19.7% | $92,893+38.3% | $152,861-15.9% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.4%-5.5pp |
| Annual return | 23.35% | 145.58%-122.2pp | 109.41%-86.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,837 | $4,221-56.5% | $3,653-49.7% | $4,762-61.4% |
| Participant deferral / active EE | $4,405 | $4,845-9.1% | $4,236+4.0% | $5,850-24.7% |
| Admin fee / account holder | $1,851 | $7,079-73.9% | $5,794-68.1% | $11,596-84.0% |