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 5-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 | $169,031 | $109,881+53.8% | $150,045+12.7% | $84,808+99.3% |
| Participation rate | 90.6% | 76.1%+14.5pp | 82.3%+8.3pp | 68.3%+22.3pp |
| Annual return | 16.30% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,528 | $3,561-29.0% | $4,693-46.1% | $2,631-3.9% |
| Participant deferral / active EE | $7,330 | $6,636+10.5% | $7,997-8.3% | $4,212+74.0% |
| Admin fee / account holder | $7,411 | $8,568-13.5% | $13,435-44.8% | $7,344+0.9% |