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 | $166,450 | $201,272-17.3% | $184,203-9.6% | $145,922+14.1% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.1pp |
| Annual return | 10.14% | 29.00%-18.9pp | 28.81%-18.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,146 | $7,022-69.4% | $6,427-66.6% | $4,660-53.9% |
| Participant deferral / active EE | $4,115 | $9,806-58.0% | $9,131-54.9% | $6,688-38.5% |
| Admin fee / account holder | $2,034 | $16,364-87.6% | $13,901-85.4% | $13,397-84.8% |