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 | $249,952 | $227,553+9.8% | $189,557+31.9% | $167,490+49.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 8.16% | 78.40%-70.2pp | 64.17%-56.0pp | 478.56%-470.4pp |
| Employer contribution / active EE | $2,337 | $5,316-56.1% | $4,412-47.0% | $4,837-51.7% |
| Participant deferral / active EE | $7,928 | $7,002+13.2% | $6,174+28.4% | $6,341+25.0% |
| Admin fee / account holder | $24,838 | $11,878+109.1% | $9,807+153.3% | $12,309+101.8% |