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 | $58,098 | $157,256-63.1% | $141,162-58.8% | $152,861-62.0% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 24.19% | 64.32%-40.1pp | 71.39%-47.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $3,181 | $5,261-39.5% | $4,735-32.8% | $4,762-33.2% |
| Participant deferral / active EE | $5,312 | $7,109-25.3% | $6,709-20.8% | $5,850-9.2% |
| Admin fee / account holder | $1,503 | $12,120-87.6% | $10,261-85.4% | $11,596-87.0% |