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 | $227,429 | $209,411+8.6% | $178,490+27.4% | $158,922+43.1% |
| Participation rate | 82.4% | 86.3%-4.0pp | 81.9%+0.4pp | 82.0%+0.4pp |
| Annual return | 21.74% | 188.75%-167.0pp | 151.07%-129.3pp | 302.83%-281.1pp |
| Employer contribution / active EE | $2,009 | $5,706-64.8% | $5,011-59.9% | $4,761-57.8% |
| Participant deferral / active EE | $5,707 | $5,954-4.1% | $5,202+9.7% | $5,982-4.6% |
| Admin fee / account holder | $7,425 | $17,074-56.5% | $13,984-46.9% | $11,246-34.0% |