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 | $104,368 | $98,750+5.7% | $149,696-30.3% | $79,858+30.7% |
| Participation rate | 75.7% | 75.8%-0.1pp | 82.5%-6.8pp | 69.6%+6.0pp |
| Annual return | 14.79% | 27.43%-12.6pp | 276.60%-261.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,932 | $3,216-8.9% | $4,644-36.9% | $2,471+18.6% |
| Participant deferral / active EE | $6,842 | $5,680+20.4% | $6,8420% | $3,740+82.9% |
| Admin fee / account holder | $7,996 | $6,053+32.1% | $9,309-14.1% | $5,306+50.7% |