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 | $122,245 | $93,571+30.6% | $135,903-10.1% | $75,163+62.6% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.9%+10.1pp | 67.2%+24.8pp |
| Annual return | 18.33% | 30.90%-12.6pp | 68.23%-49.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $5,923 | $3,537+67.5% | $4,856+22.0% | $2,670+121.9% |
| Participant deferral / active EE | $7,397 | $6,404+15.5% | $7,758-4.6% | $4,125+79.3% |
| Admin fee / account holder | $8,313 | $6,975+19.2% | $10,762-22.8% | $5,651+47.1% |