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 | $109,087 | $101,724+7.2% | $164,813-33.8% | $80,856+34.9% |
| Participation rate | 96.2% | 71.8%+24.3pp | 78.6%+17.6pp | 67.6%+28.5pp |
| Annual return | 11.56% | 16.72%-5.2pp | 69.93%-58.4pp | 35.59%-24.0pp |
| Employer contribution / active EE | $18,769 | $2,953+535.5% | $4,341+332.4% | $2,755+581.3% |
| Participant deferral / active EE | $7,767 | $4,477+73.5% | $6,031+28.8% | $4,296+80.8% |
| Admin fee / account holder | $6,110 | $8,227-25.7% | $12,690-51.9% | $6,918-11.7% |