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 | $223,545 | $176,812+26.4% | $146,665+52.4% | $167,490+33.5% |
| Participation rate | 81.8% | 83.6%-1.8pp | 80.1%+1.7pp | 82.1%-0.3pp |
| Annual return | 12.14% | 24.03%-11.9pp | 22.74%-10.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $3,183 | $5,160-38.3% | $4,136-23.1% | $4,837-34.2% |
| Participant deferral / active EE | $6,627 | $6,440+2.9% | $5,506+20.4% | $6,341+4.5% |
| Admin fee / account holder | $2,212 | $13,259-83.3% | $10,280-78.5% | $12,309-82.0% |