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 | $183,634 | $214,378-14.3% | $200,582-8.4% | $142,382+29.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 30.44% | 46.41%-16.0pp | 42.33%-11.9pp | 217.08%-186.6pp |
| Employer contribution / active EE | $3,468 | $6,841-49.3% | $6,419-46.0% | $4,299-19.3% |
| Participant deferral / active EE | $13,094 | $9,865+32.7% | $9,331+40.3% | $6,507+101.2% |
| Admin fee / account holder | $21,603 | $17,692+22.1% | $16,305+32.5% | $12,624+71.1% |