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 | $225,324 | $162,781+38.4% | $133,956+68.2% | $158,922+41.8% |
| Participation rate | 76.9% | 83.2%-6.3pp | 79.8%-2.9pp | 82.0%-5.0pp |
| Annual return | 14.00% | 41.94%-27.9pp | 45.09%-31.1pp | 302.83%-288.8pp |
| Employer contribution / active EE | $3,177 | $4,975-36.1% | $3,919-18.9% | $4,761-33.3% |
| Participant deferral / active EE | $5,417 | $5,911-8.4% | $5,048+7.3% | $5,982-9.4% |
| Admin fee / account holder | $684 | $11,736-94.2% | $8,927-92.3% | $11,246-93.9% |