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 | $108,719 | $98,750+10.1% | $149,696-27.4% | $79,858+36.1% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.5%+11.8pp | 69.6%+24.7pp |
| Annual return | 16.51% | 27.43%-10.9pp | 276.60%-260.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $3,588 | $3,216+11.6% | $4,644-22.7% | $2,471+45.2% |
| Participant deferral / active EE | $7,427 | $5,680+30.8% | $6,842+8.6% | $3,740+98.6% |
| Admin fee / account holder | $3,870 | $6,053-36.1% | $9,309-58.4% | $5,306-27.1% |