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 | $183,846 | $100,326+83.2% | $180,183+2.0% | $84,808+116.8% |
| Participation rate | 87.5% | 71.0%+16.5pp | 77.4%+10.1pp | 68.3%+19.2pp |
| Annual return | 15.54% | 17.86%-2.3pp | 27.86%-12.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $6,055 | $3,269+85.2% | $5,039+20.2% | $2,631+130.1% |
| Participant deferral / active EE | $10,705 | $5,066+111.3% | $6,822+56.9% | $4,212+154.2% |
| Admin fee / account holder | $20,543 | $9,674+112.3% | $19,975+2.8% | $7,344+179.7% |