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 | $83,478 | $198,466-57.9% | $170,442-51.0% | $147,584-43.4% |
| Participation rate | 89.5% | 88.0%+1.5pp | 83.6%+5.9pp | 82.8%+6.6pp |
| Annual return | 15.76% | 257.29%-241.5pp | 205.93%-190.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $3,327 | $6,184-46.2% | $5,433-38.8% | $4,876-31.8% |
| Participant deferral / active EE | $4,804 | $5,629-14.7% | $4,939-2.8% | $5,439-11.7% |
| Admin fee / account holder | $5,456 | $16,852-67.6% | $13,880-60.7% | $10,885-49.9% |