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 | $126,190 | $74,927+68.4% | $101,794+24.0% | $84,808+48.8% |
| Participation rate | 93.5% | 61.4%+32.1pp | 69.2%+24.4pp | 68.3%+25.2pp |
| Annual return | 13.31% | 18.70%-5.4pp | 30.53%-17.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $8,063 | $1,522+429.8% | $2,289+252.3% | $2,631+206.5% |
| Participant deferral / active EE | $6,440 | $3,099+107.8% | $4,084+57.7% | $4,212+52.9% |
| Admin fee / account holder | $13,662 | $6,514+109.7% | $8,777+55.7% | $7,344+86.0% |