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 | $164,066 | $60,892+169.4% | $82,389+99.1% | $84,808+93.5% |
| Participation rate | 91.4% | 63.3%+28.2pp | 69.5%+21.9pp | 68.3%+23.1pp |
| Annual return | 13.28% | 37.29%-24.0pp | 28.67%-15.4pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,709 | $1,779+108.5% | $2,517+47.4% | $2,631+41.0% |
| Participant deferral / active EE | $8,113 | $3,179+155.2% | $4,155+95.3% | $4,212+92.6% |
| Admin fee / account holder | $1,908 | $5,467-65.1% | $7,231-73.6% | $7,344-74.0% |