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 | $194,147 | $135,952+42.8% | $123,892+56.7% | $273,961-29.1% |
| Participation rate | 77.3% | 84.1%-6.8pp | 81.4%-4.1pp | 83.0%-5.7pp |
| Annual return | 6.14% | 56.63%-50.5pp | 47.52%-41.4pp | 41.45%-35.3pp |
| Employer contribution / active EE | $3,662 | $5,170-29.2% | $4,617-20.7% | $4,869-24.8% |
| Participant deferral / active EE | $7,516 | $6,343+18.5% | $5,984+25.6% | $5,287+42.2% |
| Admin fee / account holder | $20,507 | $9,817+108.9% | $8,357+145.4% | $10,132+102.4% |