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 | $82,232 | $94,625-13.1% | $116,228-29.2% | $84,808-3.0% |
| Participation rate | 80.6% | 70.4%+10.1pp | 74.6%+6.0pp | 68.3%+12.2pp |
| Annual return | 20.15% | 20.40%-0.3pp | 90.06%-69.9pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,609 | $2,347+11.2% | $2,994-12.9% | $2,631-0.8% |
| Participant deferral / active EE | $5,463 | $3,972+37.5% | $4,953+10.3% | $4,212+29.7% |
| Admin fee / account holder | $882 | $10,091-91.3% | $11,989-92.6% | $7,344-88.0% |