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 | $142,947 | $214,378-33.3% | $200,582-28.7% | $142,382+0.4% |
| Participation rate | 93.8% | 87.4%+6.3pp | 86.9%+6.9pp | 80.1%+13.6pp |
| Annual return | 13.23% | 46.41%-33.2pp | 42.33%-29.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $9,423 | $6,841+37.7% | $6,419+46.8% | $4,299+119.2% |
| Participant deferral / active EE | $5,668 | $9,865-42.5% | $9,331-39.3% | $6,507-12.9% |
| Admin fee / account holder | $16,280 | $17,692-8.0% | $16,305-0.1% | $12,624+29.0% |