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 | $238,002 | $177,572+34.0% | $154,803+53.7% | $142,382+67.2% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.1%-4.7pp | 80.1%-6.8pp |
| Annual return | 12.78% | 65.07%-52.3pp | 58.88%-46.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,615 | $4,810-45.6% | $4,305-39.3% | $4,299-39.2% |
| Participant deferral / active EE | $7,534 | $6,272+20.1% | $5,540+36.0% | $6,507+15.8% |
| Admin fee / account holder | $105,266 | $16,786+527.1% | $14,329+634.6% | $12,624+733.9% |