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 | $192,024 | $109,413+75.5% | $156,263+22.9% | $84,808+126.4% |
| Participation rate | 73.1% | 72.7%+0.4pp | 78.9%-5.8pp | 68.3%+4.8pp |
| Annual return | 19.26% | 20.18%-0.9pp | 59.47%-40.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,038 | $2,907-29.9% | $4,333-53.0% | $2,631-22.5% |
| Participant deferral / active EE | $9,227 | $4,590+101.0% | $6,158+49.8% | $4,212+119.1% |
| Admin fee / account holder | $2,807 | $9,357-70.0% | $14,255-80.3% | $7,344-61.8% |