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 | $149,844 | $114,381+31.0% | $107,525+39.4% | $142,382+5.2% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.1%+19.7pp | 80.1%+14.6pp |
| Annual return | 16.79% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $5,352 | $4,015+33.3% | $3,754+42.6% | $4,299+24.5% |
| Participant deferral / active EE | $5,739 | $5,564+3.1% | $5,116+12.2% | $6,507-11.8% |
| Admin fee / account holder | $1,362 | $9,860-86.2% | $8,919-84.7% | $12,624-89.2% |