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 | $199,314 | $176,056+13.2% | $159,436+25.0% | $167,490+19.0% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 21.71% | 331.75%-310.0pp | 263.57%-241.9pp | 478.56%-456.8pp |
| Employer contribution / active EE | $7,616 | $5,297+43.8% | $4,829+57.7% | $4,837+57.4% |
| Participant deferral / active EE | $5,344 | $7,750-31.0% | $7,352-27.3% | $6,341-15.7% |
| Admin fee / account holder | $5,397 | $12,554-57.0% | $10,799-50.0% | $12,309-56.2% |