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 5-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 | $121,757 | $185,822-34.5% | $169,993-28.4% | $139,434-12.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.52% | 60.50%-42.0pp | 53.37%-34.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $9,146 | $7,590+20.5% | $6,785+34.8% | $4,751+92.5% |
| Participant deferral / active EE | $12,029 | $11,622+3.5% | $10,408+15.6% | $6,710+79.3% |
| Admin fee / account holder | $691 | $15,381-95.5% | $12,815-94.6% | $11,403-93.9% |