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 | $103,691 | $162,781-36.3% | $133,956-22.6% | $158,922-34.8% |
| Participation rate | 84.2% | 83.2%+1.0pp | 79.8%+4.4pp | 82.0%+2.3pp |
| Annual return | 6.63% | 41.94%-35.3pp | 45.09%-38.5pp | 302.83%-296.2pp |
| Employer contribution / active EE | $3,455 | $4,975-30.5% | $3,919-11.8% | $4,761-27.4% |
| Participant deferral / active EE | $7,362 | $5,911+24.5% | $5,048+45.8% | $5,982+23.1% |
| Admin fee / account holder | $5,198 | $11,736-55.7% | $8,927-41.8% | $11,246-53.8% |