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 | $148,383 | $114,381+29.7% | $107,525+38.0% | $142,382+4.2% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.1%+19.7pp | 80.1%+14.6pp |
| Annual return | 14.57% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $11,970 | $4,015+198.1% | $3,754+218.9% | $4,299+178.4% |
| Participant deferral / active EE | $11,439 | $5,564+105.6% | $5,116+123.6% | $6,507+75.8% |
| Admin fee / account holder | $24,083 | $9,860+144.2% | $8,919+170.0% | $12,624+90.8% |