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 | $160,060 | $89,753+78.3% | $107,525+48.9% | $84,808+88.7% |
| Participation rate | 88.0% | 68.1%+19.9pp | 75.1%+12.9pp | 68.3%+19.7pp |
| Annual return | 18.60% | 29.48%-10.9pp | 181.32%-162.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $3,212 | $3,113+3.2% | $3,754-14.4% | $2,631+22.1% |
| Participant deferral / active EE | $8,504 | $4,056+109.6% | $5,116+66.2% | $4,212+101.9% |
| Admin fee / account holder | $979 | $7,222-86.4% | $8,919-89.0% | $7,344-86.7% |