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 | $195,714 | $165,335+18.4% | $149,696+30.7% | $158,922+23.2% |
| Participation rate | 72.2% | 84.6%-12.3pp | 82.5%-10.3pp | 82.0%-9.7pp |
| Annual return | 25.04% | 348.15%-323.1pp | 276.60%-251.6pp | 302.83%-277.8pp |
| Employer contribution / active EE | $3,104 | $5,103-39.2% | $4,644-33.2% | $4,761-34.8% |
| Participant deferral / active EE | $9,540 | $7,181+32.8% | $6,842+39.4% | $5,982+59.5% |
| Admin fee / account holder | $2,186 | $10,807-79.8% | $9,309-76.5% | $11,246-80.6% |