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 | $113,577 | $228,332-50.3% | $185,823-38.9% | $158,922-28.5% |
| Participation rate | 81.8% | 82.3%-0.5pp | 78.0%+3.8pp | 82.0%-0.1pp |
| Annual return | 16.54% | 40.80%-24.3pp | 35.95%-19.4pp | 302.83%-286.3pp |
| Employer contribution / active EE | $3,035 | $4,967-38.9% | $4,087-25.8% | $4,761-36.3% |
| Participant deferral / active EE | $4,994 | $6,415-22.1% | $5,632-11.3% | $5,982-16.5% |
| Admin fee / account holder | $3,603 | $11,864-69.6% | $9,500-62.1% | $11,246-68.0% |