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 | $190,962 | $179,726+6.3% | $156,263+22.2% | $142,382+34.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 10.17% | 77.86%-67.7pp | 59.47%-49.3pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,742 | $5,069-65.6% | $4,333-59.8% | $4,299-59.5% |
| Participant deferral / active EE | $3,030 | $6,956-56.4% | $6,158-50.8% | $6,507-53.4% |
| Admin fee / account holder | $9,759 | $17,272-43.5% | $14,255-31.5% | $12,624-22.7% |