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 | $153,526 | $117,841+30.3% | $102,423+49.9% | $145,922+5.2% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 15.16% | 31.65%-16.5pp | 29.32%-14.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,959 | $3,615-45.8% | $3,023-35.2% | $4,660-58.0% |
| Participant deferral / active EE | $6,275 | $5,731+9.5% | $5,053+24.2% | $6,688-6.2% |
| Admin fee / account holder | $4,416 | $13,326-66.9% | $9,451-53.3% | $13,397-67.0% |