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 | $197,427 | $124,319+58.8% | $111,297+77.4% | $167,490+17.9% |
| Participation rate | 81.8% | 79.6%+2.2pp | 77.3%+4.5pp | 82.1%-0.3pp |
| Annual return | 14.72% | 37.44%-22.7pp | 54.65%-39.9pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,294 | $3,435-33.2% | $2,731-16.0% | $4,837-52.6% |
| Participant deferral / active EE | $3,704 | $5,180-28.5% | $4,487-17.5% | $6,341-41.6% |
| Admin fee / account holder | $1,956 | $10,618-81.6% | $7,964-75.4% | $12,309-84.1% |