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 | $236,035 | $175,202+34.7% | $149,673+57.7% | $139,434+69.3% |
| Participation rate | 78.6% | 83.4%-4.8pp | 78.8%-0.2pp | 80.3%-1.7pp |
| Annual return | 17.67% | 166.71%-149.0pp | 134.42%-116.7pp | 372.94%-355.3pp |
| Employer contribution / active EE | $3,255 | $5,474-40.5% | $4,818-32.4% | $4,751-31.5% |
| Participant deferral / active EE | $8,305 | $6,519+27.4% | $5,680+46.2% | $6,710+23.8% |
| Admin fee / account holder | $6,777 | $16,150-58.0% | $13,210-48.7% | $11,403-40.6% |