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 | $101,595 | $86,891+16.9% | $142,449-28.7% | $75,163+35.2% |
| Participation rate | 79.3% | 68.5%+10.8pp | 76.8%+2.5pp | 67.2%+12.1pp |
| Annual return | 27.10% | 23.31%+3.8pp | 19.99%+7.1pp | 160.62%-133.5pp |
| Employer contribution / active EE | $6,794 | $3,355+102.5% | $4,847+40.2% | $2,670+154.5% |
| Participant deferral / active EE | $11,159 | $4,938+126.0% | $6,283+77.6% | $4,125+170.5% |
| Admin fee / account holder | $20,272 | $7,299+177.7% | $10,011+102.5% | $5,651+258.7% |