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 | $212,644 | $74,927+183.8% | $101,794+108.9% | $84,808+150.7% |
| Participation rate | 97.6% | 61.4%+36.2pp | 69.2%+28.4pp | 68.3%+29.3pp |
| Annual return | 16.74% | 18.70%-2.0pp | 30.53%-13.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $10,318 | $1,522+578.0% | $2,289+350.8% | $2,631+292.2% |
| Participant deferral / active EE | $10,806 | $3,099+248.7% | $4,084+164.6% | $4,212+156.6% |
| Admin fee / account holder | $8,740 | $6,514+34.2% | $8,777-0.4% | $7,344+19.0% |