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 | $176,536 | $163,101+8.2% | $136,749+29.1% | $142,382+24.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.56% | 27.54%-14.0pp | 24.33%-10.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,680 | $4,117-34.9% | $3,400-21.2% | $4,299-37.7% |
| Participant deferral / active EE | $5,235 | $5,585-6.3% | $4,692+11.6% | $6,507-19.5% |
| Admin fee / account holder | $1,244 | $14,318-91.3% | $11,386-89.1% | $12,624-90.1% |