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 | $103,669 | $137,414-24.6% | $189,513-45.3% | $85,850+20.8% |
| Participation rate | 89.7% | 84.6%+5.1pp | 87.8%+1.9pp | 69.3%+20.4pp |
| Annual return | 16.25% | 38.14%-21.9pp | 555.15%-538.9pp | 318.53%-302.3pp |
| Employer contribution / active EE | $3,544 | $4,344-18.4% | $6,162-42.5% | $2,565+38.2% |
| Participant deferral / active EE | $7,052 | $6,260+12.7% | $8,221-14.2% | $3,952+78.5% |
| Admin fee / account holder | $10,631 | $8,630+23.2% | $12,045-11.7% | $6,260+69.8% |