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 | $212,370 | $157,256+35.0% | $141,162+50.4% | $152,861+38.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 22.54% | 64.32%-41.8pp | 71.39%-48.8pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,278 | $5,261-56.7% | $4,735-51.9% | $4,762-52.2% |
| Participant deferral / active EE | $8,484 | $7,109+19.3% | $6,709+26.5% | $5,850+45.0% |
| Admin fee / account holder | $1,840 | $12,120-84.8% | $10,261-82.1% | $11,596-84.1% |