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 | $116,140 | $103,376+12.3% | $87,100+33.3% | $152,861-24.0% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.9%-6.9pp | 82.4%-12.4pp |
| Annual return | 23.98% | 28.10%-4.1pp | 28.19%-4.2pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,812 | $3,220-43.7% | $2,521-28.1% | $4,762-62.0% |
| Participant deferral / active EE | $3,136 | $4,778-34.4% | $4,049-22.5% | $5,850-46.4% |
| Admin fee / account holder | $938 | $12,205-92.3% | $7,497-87.5% | $11,596-91.9% |