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 | $127,506 | $106,515+19.7% | $96,683+31.9% | $139,434-8.6% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 16.04% | 38.43%-22.4pp | 35.69%-19.7pp | 372.94%-356.9pp |
| Employer contribution / active EE | $6,185 | $4,103+50.7% | $3,737+65.5% | $4,751+30.2% |
| Participant deferral / active EE | $3,877 | $5,454-28.9% | $4,878-20.5% | $6,710-42.2% |
| Admin fee / account holder | $1,294 | $7,877-83.6% | $6,730-80.8% | $11,403-88.7% |