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 | $179,100 | $89,753+99.5% | $107,525+66.6% | $84,808+111.2% |
| Participation rate | 72.0% | 68.1%+3.9pp | 75.1%-3.1pp | 68.3%+3.7pp |
| Annual return | 14.01% | 29.48%-15.5pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $6,057 | $3,113+94.5% | $3,754+61.4% | $2,631+130.2% |
| Participant deferral / active EE | $3,915 | $4,056-3.5% | $5,116-23.5% | $4,212-7.0% |
| Admin fee / account holder | $1,677 | $7,222-76.8% | $8,919-81.2% | $7,344-77.2% |