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 | $198,306 | $109,413+81.2% | $156,263+26.9% | $84,808+133.8% |
| Participation rate | 97.1% | 72.7%+24.4pp | 78.9%+18.2pp | 68.3%+28.7pp |
| Annual return | 18.69% | 20.18%-1.5pp | 59.47%-40.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $12,752 | $2,907+338.7% | $4,333+194.3% | $2,631+384.7% |
| Participant deferral / active EE | $12,330 | $4,590+168.7% | $6,158+100.2% | $4,212+192.8% |
| Admin fee / account holder | $911 | $9,357-90.3% | $14,255-93.6% | $7,344-87.6% |