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 9-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 | $146,687 | $127,065+15.4% | $113,168+29.6% | $142,382+3.0% |
| Participation rate | 84.2% | 79.2%+5.0pp | 76.6%+7.6pp | 80.1%+4.1pp |
| Annual return | 15.11% | 24.03%-8.9pp | 24.27%-9.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,484 | $3,442-27.8% | $2,975-16.5% | $4,299-42.2% |
| Participant deferral / active EE | $6,595 | $5,716+15.4% | $5,107+29.1% | $6,507+1.3% |
| Admin fee / account holder | $2,975 | $15,736-81.1% | $12,068-75.3% | $12,624-76.4% |