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 | $242,953 | $124,319+95.4% | $111,297+118.3% | $167,490+45.1% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 14.46% | 37.44%-23.0pp | 54.65%-40.2pp | 478.56%-464.1pp |
| Employer contribution / active EE | $3,038 | $3,435-11.6% | $2,731+11.2% | $4,837-37.2% |
| Participant deferral / active EE | $9,569 | $5,180+84.7% | $4,487+113.2% | $6,341+50.9% |
| Admin fee / account holder | $5,264 | $10,618-50.4% | $7,964-33.9% | $12,309-57.2% |