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 | $218,210 | $179,726+21.4% | $156,263+39.6% | $142,382+53.3% |
| Participation rate | 81.8% | 82.1%-0.3pp | 78.9%+2.9pp | 80.1%+1.7pp |
| Annual return | 20.29% | 77.86%-57.6pp | 59.47%-39.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $4,615 | $5,069-9.0% | $4,333+6.5% | $4,299+7.3% |
| Participant deferral / active EE | $11,148 | $6,956+60.3% | $6,158+81.0% | $6,507+71.3% |
| Admin fee / account holder | $19,804 | $17,272+14.7% | $14,255+38.9% | $12,624+56.9% |