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 | $193,682 | $176,812+9.5% | $146,665+32.1% | $167,490+15.6% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 12.25% | 24.03%-11.8pp | 22.74%-10.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $7,842 | $5,160+52.0% | $4,136+89.6% | $4,837+62.1% |
| Participant deferral / active EE | $8,416 | $6,440+30.7% | $5,506+52.8% | $6,341+32.7% |
| Admin fee / account holder | $1,189 | $13,259-91.0% | $10,280-88.4% | $12,309-90.3% |