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 | $192,725 | $77,314+149.3% | $177,989+8.3% | $80,856+138.4% |
| Participation rate | 93.1% | 65.7%+27.4pp | 77.1%+16.0pp | 67.6%+25.5pp |
| Annual return | 18.42% | 18.09%+0.3pp | 294.48%-276.1pp | 35.59%-17.2pp |
| Employer contribution / active EE | $2,944 | $2,292+28.5% | $3,949-25.4% | $2,755+6.9% |
| Participant deferral / active EE | $10,195 | $4,411+131.2% | $6,276+62.4% | $4,296+137.3% |
| Admin fee / account holder | $2,297 | $7,191-68.1% | $10,363-77.8% | $6,918-66.8% |