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 | $100,384 | $63,346+58.5% | $92,233+8.8% | $70,131+43.1% |
| Participation rate | 72.7% | 68.7%+4.1pp | 76.5%-3.8pp | 69.5%+3.2pp |
| Annual return | 13.92% | 530.12%-516.2pp | 176.28%-162.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $2,059 | $2,471-16.7% | $3,679-44.0% | $2,342-12.1% |
| Participant deferral / active EE | $3,995 | $2,854+40.0% | $3,897+2.5% | $3,332+19.9% |
| Admin fee / account holder | $3,561 | $3,840-7.3% | $5,194-31.4% | $4,645-23.3% |