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 | $113,421 | $179,726-36.9% | $156,263-27.4% | $142,382-20.3% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.9%+13.9pp | 80.1%+12.7pp |
| Annual return | 14.55% | 77.86%-63.3pp | 59.47%-44.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,427 | $5,069-32.4% | $4,333-20.9% | $4,299-20.3% |
| Participant deferral / active EE | $10,672 | $6,956+53.4% | $6,158+73.3% | $6,507+64.0% |
| Admin fee / account holder | $358 | $17,272-97.9% | $14,255-97.5% | $12,624-97.2% |