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 | $184,165 | $65,041+183.1% | $90,951+102.5% | $79,858+130.6% |
| Participation rate | 76.4% | 61.6%+14.8pp | 69.0%+7.4pp | 69.6%+6.7pp |
| Annual return | 17.83% | 30.45%-12.6pp | 134.60%-116.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $656 | $1,247-47.4% | $2,122-69.1% | $2,471-73.4% |
| Participant deferral / active EE | $4,244 | $2,512+69.0% | $3,373+25.8% | $3,740+13.5% |
| Admin fee / account holder | $2,363 | $4,536-47.9% | $5,959-60.3% | $5,306-55.5% |