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 | $219,674 | $179,726+22.2% | $156,263+40.6% | $142,382+54.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 16.29% | 77.86%-61.6pp | 59.47%-43.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,262 | $5,069-55.4% | $4,333-47.8% | $4,299-47.4% |
| Participant deferral / active EE | $6,194 | $6,956-11.0% | $6,158+0.6% | $6,507-4.8% |
| Admin fee / account holder | $29,805 | $17,272+72.6% | $14,255+109.1% | $12,624+136.1% |