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 | $150,578 | $67,606+122.7% | $82,313+82.9% | $70,131+114.7% |
| Participation rate | 85.5% | 72.8%+12.7pp | 76.9%+8.6pp | 69.5%+15.9pp |
| Annual return | 15.29% | 21.57%-6.3pp | 25.88%-10.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $4,622 | $1,755+163.4% | $2,428+90.3% | $2,342+97.3% |
| Participant deferral / active EE | $4,452 | $2,987+49.0% | $3,706+20.1% | $3,332+33.6% |
| Admin fee / account holder | $8,324 | $4,512+84.5% | $5,608+48.4% | $4,645+79.2% |