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 | $118,777 | $157,256-24.5% | $141,162-15.9% | $152,861-22.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 24.50% | 64.32%-39.8pp | 71.39%-46.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $5,337 | $5,261+1.4% | $4,735+12.7% | $4,762+12.1% |
| Participant deferral / active EE | $7,406 | $7,109+4.2% | $6,709+10.4% | $5,850+26.6% |
| Admin fee / account holder | $99,196 | $12,120+718.4% | $10,261+866.7% | $11,596+755.4% |