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 | $167,794 | $162,781+3.1% | $133,956+25.3% | $158,922+5.6% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 16.18% | 41.94%-25.8pp | 45.09%-28.9pp | 302.83%-286.6pp |
| Employer contribution / active EE | $3,080 | $4,975-38.1% | $3,919-21.4% | $4,761-35.3% |
| Participant deferral / active EE | $6,575 | $5,911+11.2% | $5,048+30.3% | $5,982+9.9% |
| Admin fee / account holder | $12,544 | $11,736+6.9% | $8,927+40.5% | $11,246+11.5% |