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 | $232,784 | $118,849+95.9% | $96,562+141.1% | $167,490+39.0% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 19.44% | 50.49%-31.0pp | 37.78%-18.3pp | 478.56%-459.1pp |
| Employer contribution / active EE | $2,713 | $3,120-13.0% | $2,356+15.1% | $4,837-43.9% |
| Participant deferral / active EE | $5,410 | $4,616+17.2% | $3,849+40.5% | $6,341-14.7% |
| Admin fee / account holder | $850 | $8,065-89.5% | $6,181-86.2% | $12,309-93.1% |