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 | $100,251 | $121,625-17.6% | $104,607-4.2% | $158,922-36.9% |
| Participation rate | 90.5% | 77.5%+12.9pp | 74.1%+16.4pp | 82.0%+8.5pp |
| Annual return | 14.44% | 465.26%-450.8pp | 340.46%-326.0pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,261 | $3,163-60.1% | $2,681-53.0% | $4,761-73.5% |
| Participant deferral / active EE | $5,282 | $4,177+26.4% | $3,740+41.2% | $5,982-11.7% |
| Admin fee / account holder | $10,017 | $7,787+28.7% | $6,473+54.8% | $11,246-10.9% |