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 | $202,631 | $123,793+63.7% | $177,821+14.0% | $79,858+153.7% |
| Participation rate | 96.0% | 84.7%+11.3pp | 87.7%+8.3pp | 69.6%+26.4pp |
| Annual return | 47.11% | 22.82%+24.3pp | 48.32%-1.2pp | 31.71%+15.4pp |
| Employer contribution / active EE | $12,033 | $4,095+193.8% | $5,918+103.3% | $2,471+387.0% |
| Participant deferral / active EE | $7,255 | $5,956+21.8% | $7,714-6.0% | $3,740+94.0% |
| Admin fee / account holder | $5,677 | $7,243-21.6% | $12,427-54.3% | $5,306+7.0% |