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 8-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 | $173,735 | $77,419+124.4% | $69,455+150.1% | $152,861+13.7% |
| Participation rate | 76.9% | 78.1%-1.2pp | 74.6%+2.3pp | 82.4%-5.5pp |
| Annual return | 17.81% | 39.06%-21.3pp | 28.97%-11.2pp | 345.32%-327.5pp |
| Employer contribution / active EE | $2,081 | $3,315-37.2% | $2,779-25.1% | $4,762-56.3% |
| Participant deferral / active EE | $2,455 | $4,414-44.4% | $3,535-30.6% | $5,850-58.0% |
| Admin fee / account holder | $6,706 | $6,207+8.0% | $3,839+74.7% | $11,596-42.2% |