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 | $144,427 | $67,606+113.6% | $82,313+75.5% | $70,131+105.9% |
| Participation rate | 72.0% | 72.8%-0.8pp | 76.9%-4.9pp | 69.5%+2.5pp |
| Annual return | 24.11% | 21.57%+2.5pp | 25.88%-1.8pp | 73.14%-49.0pp |
| Employer contribution / active EE | $2,125 | $1,755+21.1% | $2,428-12.5% | $2,342-9.3% |
| Participant deferral / active EE | $10,612 | $2,987+255.3% | $3,706+186.3% | $3,332+218.5% |
| Admin fee / account holder | $13,888 | $4,512+207.8% | $5,608+147.6% | $4,645+199.0% |