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 | $128,969 | $109,881+17.4% | $150,045-14.0% | $84,808+52.1% |
| Participation rate | 95.0% | 76.1%+18.9pp | 82.3%+12.7pp | 68.3%+26.7pp |
| Annual return | 14.25% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $4,683 | $3,561+31.5% | $4,693-0.2% | $2,631+78.0% |
| Participant deferral / active EE | $7,883 | $6,636+18.8% | $7,997-1.4% | $4,212+87.2% |
| Admin fee / account holder | $18,068 | $8,568+110.9% | $13,435+34.5% | $7,344+146.0% |