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 | $238,554 | $159,602+49.5% | $150,045+59.0% | $142,382+67.5% |
| Participation rate | 73.3% | 84.0%-10.6pp | 82.3%-9.0pp | 80.1%-6.8pp |
| Annual return | 16.91% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $4,447 | $4,961-10.4% | $4,693-5.2% | $4,299+3.4% |
| Participant deferral / active EE | $12,451 | $8,310+49.8% | $7,997+55.7% | $6,507+91.3% |
| Admin fee / account holder | $22,796 | $14,846+53.5% | $13,435+69.7% | $12,624+80.6% |