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 | $98,197 | $109,359-10.2% | $162,163-39.4% | $72,985+34.5% |
| Participation rate | 88.9% | 84.3%+4.6pp | 87.6%+1.3pp | 69.5%+19.4pp |
| Annual return | 19.03% | 25.46%-6.4pp | 115.59%-96.6pp | 81.00%-62.0pp |
| Employer contribution / active EE | $2,227 | $3,907-43.0% | $5,614-60.3% | $2,440-8.7% |
| Participant deferral / active EE | $2,951 | $5,481-46.2% | $7,298-59.6% | $3,607-18.2% |
| Admin fee / account holder | $2,037 | $7,972-74.4% | $10,843-81.2% | $5,124-60.2% |