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 | $140,287 | $127,065+10.4% | $113,168+24.0% | $142,382-1.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.06% | 24.03%-4.0pp | 24.27%-4.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $5,534 | $3,442+60.8% | $2,975+86.0% | $4,299+28.7% |
| Participant deferral / active EE | $15,381 | $5,716+169.1% | $5,107+201.2% | $6,507+136.4% |
| Admin fee / account holder | $524 | $15,736-96.7% | $12,068-95.7% | $12,624-95.8% |