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 | $185,031 | $197,591-6.4% | $177,821+4.1% | $158,922+16.4% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 18.10% | 58.76%-40.7pp | 48.32%-30.2pp | 302.83%-284.7pp |
| Employer contribution / active EE | $14,768 | $6,697+120.5% | $5,918+149.5% | $4,761+210.2% |
| Participant deferral / active EE | $14,325 | $8,405+70.4% | $7,714+85.7% | $5,982+139.5% |
| Admin fee / account holder | $3,543 | $15,399-77.0% | $12,427-71.5% | $11,246-68.5% |