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 4-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 | $241,763 | $110,257+119.3% | $96,544+150.4% | $139,434+73.4% |
| Participation rate | 84.2% | 78.1%+6.1pp | 76.0%+8.2pp | 80.3%+3.9pp |
| Annual return | 18.30% | 26.32%-8.0pp | 25.84%-7.5pp | 372.94%-354.6pp |
| Employer contribution / active EE | $3,153 | $3,620-12.9% | $2,965+6.4% | $4,751-33.6% |
| Participant deferral / active EE | $9,308 | $5,548+67.8% | $4,851+91.9% | $6,710+38.7% |
| Admin fee / account holder | $9,608 | $11,591-17.1% | $8,252+16.4% | $11,403-15.7% |