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 | $119,615 | $78,672+52.0% | $109,143+9.6% | $85,850+39.3% |
| Participation rate | 92.9% | 68.3%+24.6pp | 75.9%+17.0pp | 69.3%+23.5pp |
| Annual return | 22.20% | 25.09%-2.9pp | 25.75%-3.5pp | 318.53%-296.3pp |
| Employer contribution / active EE | $3,323 | $2,735+21.5% | $3,722-10.7% | $2,565+29.5% |
| Participant deferral / active EE | $5,013 | $3,467+44.6% | $4,653+7.7% | $3,952+26.8% |
| Admin fee / account holder | $675 | $5,469-87.7% | $6,752-90.0% | $6,260-89.2% |