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 | $108,638 | $116,175-6.5% | $93,606+16.1% | $152,861-28.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 26.02% | 35.96%-9.9pp | 32.76%-6.7pp | 345.32%-319.3pp |
| Employer contribution / active EE | $2,498 | $3,218-22.4% | $2,718-8.1% | $4,762-47.5% |
| Participant deferral / active EE | $6,486 | $4,603+40.9% | $4,069+59.4% | $5,850+10.9% |
| Admin fee / account holder | $979 | $10,748-90.9% | $7,888-87.6% | $11,596-91.6% |