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 | $212,422 | $153,772+38.1% | $133,980+58.5% | $273,961-22.5% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 13.10% | 36.51%-23.4pp | 29.30%-16.2pp | 41.45%-28.4pp |
| Employer contribution / active EE | $2,400 | $6,029-60.2% | $5,211-53.9% | $4,869-50.7% |
| Participant deferral / active EE | $9,070 | $6,958+30.3% | $6,282+44.4% | $5,287+71.6% |
| Admin fee / account holder | $724 | $11,765-93.8% | $9,324-92.2% | $10,132-92.8% |