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 | $139,880 | $105,931+32.0% | $81,930+70.7% | $158,922-12.0% |
| Participation rate | 91.7% | 75.6%+16.1pp | 72.0%+19.7pp | 82.0%+9.7pp |
| Annual return | 8.39% | 38.17%-29.8pp | 29.49%-21.1pp | 302.83%-294.4pp |
| Employer contribution / active EE | $1,717 | $7,800-78.0% | $4,310-60.2% | $4,761-63.9% |
| Participant deferral / active EE | $4,459 | $13,003-65.7% | $7,107-37.3% | $5,982-25.5% |
| Admin fee / account holder | $418 | $8,489-95.1% | $5,158-91.9% | $11,246-96.3% |