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 9-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 | $153,730 | $106,515+44.3% | $96,683+59.0% | $139,434+10.3% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 15.14% | 38.43%-23.3pp | 35.69%-20.6pp | 372.94%-357.8pp |
| Employer contribution / active EE | $5,962 | $4,103+45.3% | $3,737+59.5% | $4,751+25.5% |
| Participant deferral / active EE | $16,706 | $5,454+206.3% | $4,878+242.5% | $6,710+149.0% |
| Admin fee / account holder | $10,661 | $7,877+35.3% | $6,730+58.4% | $11,403-6.5% |