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 | $191,949 | $210,648-8.9% | $177,989+7.8% | $145,922+31.5% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 15.01% | 385.86%-370.8pp | 294.48%-279.5pp | 561.29%-546.3pp |
| Employer contribution / active EE | $4,148 | $4,565-9.1% | $3,949+5.0% | $4,660-11.0% |
| Participant deferral / active EE | $6,011 | $6,958-13.6% | $6,276-4.2% | $6,688-10.1% |
| Admin fee / account holder | $2,747 | $12,013-77.1% | $10,363-73.5% | $13,397-79.5% |