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 | $158,059 | $111,301+42.0% | $112,977+39.9% | $158,922-0.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 14.33% | 26.40%-12.1pp | 24.24%-9.9pp | 302.83%-288.5pp |
| Employer contribution / active EE | $7,267 | $4,471+62.5% | $4,255+70.8% | $4,761+52.6% |
| Participant deferral / active EE | $5,051 | $5,880-14.1% | $5,836-13.4% | $5,982-15.6% |
| Admin fee / account holder | $1,580 | $8,392-81.2% | $6,294-74.9% | $11,246-86.0% |