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 10-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 | $238,334 | $89,355+166.7% | $141,162+68.8% | $72,985+226.6% |
| Participation rate | 97.8% | 75.1%+22.7pp | 82.5%+15.4pp | 69.5%+28.3pp |
| Annual return | 20.76% | 111.85%-91.1pp | 71.39%-50.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $3,975 | $3,114+27.6% | $4,735-16.0% | $2,440+62.9% |
| Participant deferral / active EE | $9,566 | $5,418+76.6% | $6,709+42.6% | $3,607+165.2% |
| Admin fee / account holder | $22,412 | $5,958+276.2% | $10,261+118.4% | $5,124+337.4% |