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 5-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 | $109,286 | $80,673+35.5% | $101,326+7.9% | $84,808+28.9% |
| Participation rate | 92.0% | 77.8%+14.2pp | 81.5%+10.5pp | 68.3%+23.7pp |
| Annual return | 23.38% | 38.95%-15.6pp | 36.82%-13.4pp | 40.90%-17.5pp |
| Employer contribution / active EE | $12,418 | $2,698+360.3% | $3,665+238.8% | $2,631+372.0% |
| Participant deferral / active EE | $10,207 | $6,840+49.2% | $7,994+27.7% | $4,212+142.4% |
| Admin fee / account holder | $5,457 | $12,784-57.3% | $11,185-51.2% | $7,344-25.7% |