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 | $73,227 | $176,056-58.4% | $159,436-54.1% | $167,490-56.3% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 29.57% | 331.75%-302.2pp | 263.57%-234.0pp | 478.56%-449.0pp |
| Employer contribution / active EE | $4,216 | $5,297-20.4% | $4,829-12.7% | $4,837-12.8% |
| Participant deferral / active EE | $11,872 | $7,750+53.2% | $7,352+61.5% | $6,341+87.2% |
| Admin fee / account holder | $1,566 | $12,554-87.5% | $10,799-85.5% | $12,309-87.3% |