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 | $195,887 | $138,347+41.6% | $184,203+6.3% | $80,856+142.3% |
| Participation rate | 84.4% | 83.9%+0.5pp | 86.8%-2.4pp | 67.6%+16.7pp |
| Annual return | 13.87% | 20.02%-6.2pp | 28.81%-14.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,911 | $4,850-60.6% | $6,427-70.3% | $2,755-30.6% |
| Participant deferral / active EE | $26,621 | $7,071+276.5% | $9,131+191.5% | $4,296+519.7% |
| Admin fee / account holder | $13,088 | $10,483+24.8% | $13,901-5.8% | $6,918+89.2% |