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 | $228,765 | $117,983+93.9% | $101,794+124.7% | $142,382+60.7% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 17.27% | 36.92%-19.6pp | 30.53%-13.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,812 | $2,773+1.4% | $2,289+22.9% | $4,299-34.6% |
| Participant deferral / active EE | $10,336 | $4,714+119.3% | $4,084+153.1% | $6,507+58.8% |
| Admin fee / account holder | $7,845 | $10,433-24.8% | $8,777-10.6% | $12,624-37.9% |