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 | $219,924 | $99,985+120.0% | $146,665+49.9% | $85,850+156.2% |
| Participation rate | 76.9% | 73.1%+3.9pp | 80.1%-3.1pp | 69.3%+7.6pp |
| Annual return | 17.49% | 18.93%-1.4pp | 22.74%-5.3pp | 318.53%-301.0pp |
| Employer contribution / active EE | $1,736 | $2,559-32.1% | $4,136-58.0% | $2,565-32.3% |
| Participant deferral / active EE | $5,539 | $4,006+38.3% | $5,506+0.6% | $3,952+40.2% |
| Admin fee / account holder | $396 | $7,702-94.9% | $10,280-96.1% | $6,260-93.7% |