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 | $148,527 | $65,365+127.2% | $92,893+59.9% | $72,985+103.5% |
| Participation rate | 92.0% | 68.3%+23.7pp | 76.0%+16.0pp | 69.5%+22.5pp |
| Annual return | 25.24% | 42.10%-16.9pp | 109.41%-84.2pp | 81.00%-55.8pp |
| Employer contribution / active EE | $1,357 | $2,594-47.7% | $3,653-62.9% | $2,440-44.4% |
| Participant deferral / active EE | $6,329 | $3,128+102.3% | $4,236+49.4% | $3,607+75.5% |
| Admin fee / account holder | $39,025 | $4,251+818.0% | $5,794+573.6% | $5,124+661.6% |