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 | $183,063 | $148,978+22.9% | $200,582-8.7% | $84,808+115.9% |
| Participation rate | 90.0% | 84.2%+5.8pp | 86.9%+3.1pp | 68.3%+21.7pp |
| Annual return | 14.30% | 28.16%-13.9pp | 42.33%-28.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $8,589 | $4,815+78.4% | $6,419+33.8% | $2,631+226.5% |
| Participant deferral / active EE | $8,064 | $7,142+12.9% | $9,331-13.6% | $4,212+91.5% |
| Admin fee / account holder | $4,472 | $13,977-68.0% | $16,305-72.6% | $7,344-39.1% |