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 | $145,128 | $78,672+84.5% | $109,143+33.0% | $85,850+69.0% |
| Participation rate | 79.1% | 68.3%+10.8pp | 75.9%+3.2pp | 69.3%+9.8pp |
| Annual return | 13.53% | 25.09%-11.6pp | 25.75%-12.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $4,050 | $2,735+48.1% | $3,722+8.8% | $2,565+57.9% |
| Participant deferral / active EE | $8,648 | $3,467+149.4% | $4,653+85.9% | $3,952+118.8% |
| Admin fee / account holder | $9,280 | $5,469+69.7% | $6,752+37.4% | $6,260+48.2% |