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 | $105,502 | $201,272-47.6% | $184,203-42.7% | $145,922-27.7% |
| Participation rate | 91.3% | 87.5%+3.8pp | 86.8%+4.5pp | 80.3%+11.0pp |
| Annual return | 14.28% | 29.00%-14.7pp | 28.81%-14.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $6,023 | $7,022-14.2% | $6,427-6.3% | $4,660+29.3% |
| Participant deferral / active EE | $14,073 | $9,806+43.5% | $9,131+54.1% | $6,688+110.4% |
| Admin fee / account holder | $5,310 | $16,364-67.5% | $13,901-61.8% | $13,397-60.4% |