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 | $204,472 | $176,056+16.1% | $159,436+28.2% | $167,490+22.1% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 12.99% | 331.75%-318.8pp | 263.57%-250.6pp | 478.56%-465.6pp |
| Employer contribution / active EE | $2,107 | $5,297-60.2% | $4,829-56.4% | $4,837-56.4% |
| Participant deferral / active EE | $5,432 | $7,750-29.9% | $7,352-26.1% | $6,341-14.3% |
| Admin fee / account holder | $6,734 | $12,554-46.4% | $10,799-37.6% | $12,309-45.3% |