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 | $219,772 | $106,584+106.2% | $101,326+116.9% | $142,382+54.4% |
| Participation rate | 95.5% | 82.7%+12.8pp | 81.5%+14.0pp | 80.1%+15.3pp |
| Annual return | 15.30% | 36.93%-21.6pp | 36.82%-21.5pp | 217.08%-201.8pp |
| Employer contribution / active EE | $5,993 | $3,956+51.5% | $3,665+63.5% | $4,299+39.4% |
| Participant deferral / active EE | $13,985 | $8,297+68.5% | $7,994+74.9% | $6,507+114.9% |
| Admin fee / account holder | $3,508 | $11,446-69.4% | $11,185-68.6% | $12,624-72.2% |