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 | $98,473 | $142,405-30.9% | $115,157-14.5% | $152,861-35.6% |
| Participation rate | 87.5% | 82.4%+5.1pp | 75.9%+11.6pp | 82.4%+5.1pp |
| Annual return | 19.51% | 41.48%-22.0pp | 35.60%-16.1pp | 345.32%-325.8pp |
| Employer contribution / active EE | $2,826 | $4,010-29.5% | $3,179-11.1% | $4,762-40.7% |
| Participant deferral / active EE | $4,367 | $5,164-15.4% | $4,168+4.8% | $5,850-25.4% |
| Admin fee / account holder | $3,691 | $8,462-56.4% | $7,088-47.9% | $11,596-68.2% |