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 | $178,840 | $179,726-0.5% | $156,263+14.4% | $142,382+25.6% |
| Participation rate | 73.7% | 82.1%-8.4pp | 78.9%-5.2pp | 80.1%-6.4pp |
| Annual return | 10.38% | 77.86%-67.5pp | 59.47%-49.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $2,713 | $5,069-46.5% | $4,333-37.4% | $4,299-36.9% |
| Participant deferral / active EE | $4,434 | $6,956-36.3% | $6,158-28.0% | $6,507-31.9% |
| Admin fee / account holder | $19,210 | $17,272+11.2% | $14,255+34.8% | $12,624+52.2% |