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 | $174,593 | $162,781+7.3% | $133,956+30.3% | $158,922+9.9% |
| Participation rate | 82.6% | 83.2%-0.6pp | 79.8%+2.8pp | 82.0%+0.7pp |
| Annual return | 9.93% | 41.94%-32.0pp | 45.09%-35.2pp | 302.83%-292.9pp |
| Employer contribution / active EE | $1,953 | $4,975-60.7% | $3,919-50.2% | $4,761-59.0% |
| Participant deferral / active EE | $8,319 | $5,911+40.7% | $5,048+64.8% | $5,982+39.1% |
| Admin fee / account holder | $7,237 | $11,736-38.3% | $8,927-18.9% | $11,246-35.6% |