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 | $134,951 | $117,983+14.4% | $101,794+32.6% | $142,382-5.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 18.67% | 36.92%-18.2pp | 30.53%-11.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,740 | $2,773-1.2% | $2,289+19.7% | $4,299-36.3% |
| Participant deferral / active EE | $4,598 | $4,714-2.5% | $4,084+12.6% | $6,507-29.3% |
| Admin fee / account holder | $29,442 | $10,433+182.2% | $8,777+235.4% | $12,624+133.2% |