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 | $169,703 | $159,602+6.3% | $150,045+13.1% | $142,382+19.2% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 16.97% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,259 | $4,961-34.3% | $4,693-30.6% | $4,299-24.2% |
| Participant deferral / active EE | $4,665 | $8,310-43.9% | $7,997-41.7% | $6,507-28.3% |
| Admin fee / account holder | $17,832 | $14,846+20.1% | $13,435+32.7% | $12,624+41.3% |