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 | $124,035 | $81,460+52.3% | $103,333+20.0% | $80,856+53.4% |
| Participation rate | 96.2% | 66.8%+29.3pp | 74.5%+21.6pp | 67.6%+28.5pp |
| Annual return | 14.92% | 25.55%-10.6pp | 24.88%-10.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $10,736 | $3,105+245.7% | $3,868+177.6% | $2,755+289.7% |
| Participant deferral / active EE | $4,056 | $3,869+4.8% | $5,057-19.8% | $4,296-5.6% |
| Admin fee / account holder | $2,589 | $6,566-60.6% | $8,355-69.0% | $6,918-62.6% |