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 | $115,241 | $57,354+100.9% | $83,848+37.4% | $64,186+79.5% |
| Participation rate | 75.9% | 68.6%+7.3pp | 76.1%-0.3pp | 69.6%+6.3pp |
| Annual return | 11.38% | 11.38%0pp | 850.88%-839.5pp | 7.63%+3.7pp |
| Employer contribution / active EE | $2,534 | $2,545-0.4% | $3,631-30.2% | $2,381+6.4% |
| Participant deferral / active EE | $5,321 | $2,993+77.8% | $4,082+30.4% | $3,470+53.4% |
| Admin fee / account holder | $318 | $4,046-92.1% | $5,478-94.2% | $4,888-93.5% |