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 | $111,949 | $144,119-22.3% | $117,854-5.0% | $147,584-24.1% |
| Participation rate | 78.9% | 83.4%-4.5pp | 79.7%-0.7pp | 82.8%-3.9pp |
| Annual return | 13.24% | 531.15%-517.9pp | 335.08%-321.8pp | 578.55%-565.3pp |
| Employer contribution / active EE | $1,619 | $4,896-66.9% | $3,786-57.2% | $4,876-66.8% |
| Participant deferral / active EE | $6,239 | $5,316+17.4% | $4,482+39.2% | $5,439+14.7% |
| Admin fee / account holder | $1,830 | $10,886-83.2% | $8,020-77.2% | $10,885-83.2% |