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 3-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 | $100,975 | $214,378-52.9% | $200,582-49.7% | $142,382-29.1% |
| Participation rate | 90.5% | 87.4%+3.0pp | 86.9%+3.6pp | 80.1%+10.4pp |
| Annual return | 18.25% | 46.41%-28.2pp | 42.33%-24.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $24,357 | $6,841+256.0% | $6,419+279.5% | $4,299+466.6% |
| Participant deferral / active EE | $15,967 | $9,865+61.9% | $9,331+71.1% | $6,507+145.4% |
| Admin fee / account holder | $985 | $17,692-94.4% | $16,305-94.0% | $12,624-92.2% |