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 | $134,815 | $106,584+26.5% | $101,326+33.1% | $142,382-5.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.46% | 36.93%-21.5pp | 36.82%-21.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,070 | $3,956+2.9% | $3,665+11.0% | $4,299-5.3% |
| Participant deferral / active EE | $12,998 | $8,297+56.7% | $7,994+62.6% | $6,507+99.8% |
| Admin fee / account holder | $3,632 | $11,446-68.3% | $11,185-67.5% | $12,624-71.2% |