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 | $219,087 | $228,332-4.0% | $185,823+17.9% | $158,922+37.9% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 18.93% | 40.80%-21.9pp | 35.95%-17.0pp | 302.83%-283.9pp |
| Employer contribution / active EE | $13,366 | $4,967+169.1% | $4,087+227.0% | $4,761+180.7% |
| Participant deferral / active EE | $10,104 | $6,415+57.5% | $5,632+79.4% | $5,982+68.9% |
| Admin fee / account holder | $806 | $11,864-93.2% | $9,500-91.5% | $11,246-92.8% |