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 | $206,585 | $198,466+4.1% | $170,442+21.2% | $147,584+40.0% |
| Participation rate | 88.2% | 88.0%+0.3pp | 83.6%+4.6pp | 82.8%+5.4pp |
| Annual return | 14.74% | 257.29%-242.6pp | 205.93%-191.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $5,424 | $6,184-12.3% | $5,433-0.2% | $4,876+11.2% |
| Participant deferral / active EE | $5,373 | $5,629-4.6% | $4,939+8.8% | $5,439-1.2% |
| Admin fee / account holder | $15,596 | $16,852-7.5% | $13,880+12.4% | $10,885+43.3% |