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 | $160,760 | $127,065+26.5% | $113,168+42.1% | $142,382+12.9% |
| Participation rate | 95.8% | 79.2%+16.6pp | 76.6%+19.3pp | 80.1%+15.7pp |
| Annual return | 16.13% | 24.03%-7.9pp | 24.27%-8.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,358 | $3,442-2.4% | $2,975+12.9% | $4,299-21.9% |
| Participant deferral / active EE | $5,972 | $5,716+4.5% | $5,107+16.9% | $6,507-8.2% |
| Admin fee / account holder | $21,179 | $15,736+34.6% | $12,068+75.5% | $12,624+67.8% |