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 4-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 | $183,813 | $106,584+72.5% | $101,326+81.4% | $142,382+29.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.42% | 36.93%-16.5pp | 36.82%-16.4pp | 217.08%-196.7pp |
| Employer contribution / active EE | $28,145 | $3,956+611.5% | $3,665+667.9% | $4,299+554.7% |
| Participant deferral / active EE | $20,904 | $8,297+151.9% | $7,994+161.5% | $6,507+221.2% |
| Admin fee / account holder | $687 | $11,446-94.0% | $11,185-93.9% | $12,624-94.6% |