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 | $110,194 | $176,056-37.4% | $159,436-30.9% | $167,490-34.2% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 13.82% | 331.75%-317.9pp | 263.57%-249.8pp | 478.56%-464.7pp |
| Employer contribution / active EE | $2,023 | $5,297-61.8% | $4,829-58.1% | $4,837-58.2% |
| Participant deferral / active EE | $4,785 | $7,750-38.3% | $7,352-34.9% | $6,341-24.5% |
| Admin fee / account holder | $635 | $12,554-94.9% | $10,799-94.1% | $12,309-94.8% |