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 | $205,583 | $80,717+154.7% | $154,803+32.8% | $84,808+142.4% |
| Participation rate | 88.0% | 66.8%+21.2pp | 78.1%+9.9pp | 68.3%+19.7pp |
| Annual return | 14.73% | 37.96%-23.2pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $6,083 | $2,761+120.3% | $4,305+41.3% | $2,631+131.2% |
| Participant deferral / active EE | $5,632 | $3,303+70.5% | $5,540+1.7% | $4,212+33.7% |
| Admin fee / account holder | $3,749 | $6,746-44.4% | $14,329-73.8% | $7,344-49.0% |