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 | $108,627 | $95,266+14.0% | $82,389+31.8% | $142,382-23.7% |
| Participation rate | 70.8% | 74.5%-3.6pp | 69.5%+1.3pp | 80.1%-9.3pp |
| Annual return | 14.65% | 25.74%-11.1pp | 28.67%-14.0pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,065 | $2,991+2.5% | $2,517+21.8% | $4,299-28.7% |
| Participant deferral / active EE | $5,518 | $4,809+14.8% | $4,155+32.8% | $6,507-15.2% |
| Admin fee / account holder | $1,053 | $8,563-87.7% | $7,231-85.4% | $12,624-91.7% |