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 | $229,681 | $103,376+122.2% | $87,100+163.7% | $152,861+50.3% |
| Participation rate | 90.5% | 79.3%+11.1pp | 76.9%+13.6pp | 82.4%+8.0pp |
| Annual return | 25.02% | 28.10%-3.1pp | 28.19%-3.2pp | 345.32%-320.3pp |
| Employer contribution / active EE | $3,300 | $3,220+2.5% | $2,521+30.9% | $4,762-30.7% |
| Participant deferral / active EE | $8,763 | $4,778+83.4% | $4,049+116.4% | $5,850+49.8% |
| Admin fee / account holder | $17,242 | $12,205+41.3% | $7,497+130.0% | $11,596+48.7% |