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 | $155,919 | $118,450+31.6% | $98,439+58.4% | $139,434+11.8% |
| Participation rate | 92.9% | 77.4%+15.4pp | 75.2%+17.7pp | 80.3%+12.5pp |
| Annual return | 32.50% | 18.94%+13.6pp | 21.16%+11.3pp | 372.94%-340.4pp |
| Employer contribution / active EE | $1,432 | $3,609-60.3% | $3,048-53.0% | $4,751-69.8% |
| Participant deferral / active EE | $3,726 | $5,392-30.9% | $4,738-21.4% | $6,710-44.5% |
| Admin fee / account holder | $5,773 | $14,026-58.8% | $8,948-35.5% | $11,403-49.4% |