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 | $153,858 | $60,892+152.7% | $82,389+86.7% | $84,808+81.4% |
| Participation rate | 92.0% | 63.3%+28.7pp | 69.5%+22.5pp | 68.3%+23.7pp |
| Annual return | 13.27% | 37.29%-24.0pp | 28.67%-15.4pp | 40.90%-27.6pp |
| Employer contribution / active EE | $11,171 | $1,779+527.9% | $2,517+343.8% | $2,631+324.6% |
| Participant deferral / active EE | $7,931 | $3,179+149.5% | $4,155+90.9% | $4,212+88.3% |
| Admin fee / account holder | $4,673 | $5,467-14.5% | $7,231-35.4% | $7,344-36.4% |