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 | $109,896 | $114,381-3.9% | $107,525+2.2% | $142,382-22.8% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 14.93% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $5,297 | $4,015+31.9% | $3,754+41.1% | $4,299+23.2% |
| Participant deferral / active EE | $7,059 | $5,564+26.9% | $5,116+38.0% | $6,507+8.5% |
| Admin fee / account holder | $3,937 | $9,860-60.1% | $8,919-55.9% | $12,624-68.8% |