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 | $224,382 | $175,202+28.1% | $149,673+49.9% | $139,434+60.9% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 19.47% | 166.71%-147.2pp | 134.42%-114.9pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,134 | $5,474-79.3% | $4,818-76.5% | $4,751-76.1% |
| Participant deferral / active EE | $8,776 | $6,519+34.6% | $5,680+54.5% | $6,710+30.8% |
| Admin fee / account holder | $827 | $16,150-94.9% | $13,210-93.7% | $11,403-92.7% |