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 | $179,434 | $117,381+52.9% | $99,443+80.4% | $152,861+17.4% |
| Participation rate | 80.0% | 77.5%+2.5pp | 73.8%+6.2pp | 82.4%-2.4pp |
| Annual return | 18.11% | 31.87%-13.8pp | 30.72%-12.6pp | 345.32%-327.2pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,720 | $4,086-57.9% | $3,619-52.5% | $5,850-70.6% |
| Admin fee / account holder | $1,959 | $7,631-74.3% | $6,250-68.7% | $11,596-83.1% |