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 7-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 | $214,143 | $201,272+6.4% | $184,203+16.3% | $145,922+46.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.89% | 29.00%-11.1pp | 28.81%-10.9pp | 561.29%-543.4pp |
| Employer contribution / active EE | $16,071 | $7,022+128.9% | $6,427+150.1% | $4,660+244.9% |
| Participant deferral / active EE | $13,956 | $9,806+42.3% | $9,131+52.8% | $6,688+108.7% |
| Admin fee / account holder | $1,376 | $16,364-91.6% | $13,901-90.1% | $13,397-89.7% |