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 | $195,420 | $110,261+77.2% | $95,745+104.1% | $139,434+40.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 14.82% | 27.11%-12.3pp | 28.35%-13.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $5,177 | $3,257+58.9% | $2,835+82.6% | $4,751+9.0% |
| Participant deferral / active EE | $10,129 | $4,676+116.6% | $4,245+138.6% | $6,710+50.9% |
| Admin fee / account holder | $6,637 | $6,613+0.4% | $5,678+16.9% | $11,403-41.8% |