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 | $198,658 | $162,781+22.0% | $133,956+48.3% | $158,922+25.0% |
| Participation rate | 90.5% | 83.2%+7.3pp | 79.8%+10.6pp | 82.0%+8.5pp |
| Annual return | 20.67% | 41.94%-21.3pp | 45.09%-24.4pp | 302.83%-282.2pp |
| Employer contribution / active EE | $3,147 | $4,975-36.7% | $3,919-19.7% | $4,761-33.9% |
| Participant deferral / active EE | $7,792 | $5,911+31.8% | $5,048+54.4% | $5,982+30.3% |
| Admin fee / account holder | $40,349 | $11,736+243.8% | $8,927+352.0% | $11,246+258.8% |