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 7-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 | $227,592 | $106,584+113.5% | $101,326+124.6% | $142,382+59.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 19.10% | 36.93%-17.8pp | 36.82%-17.7pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,384 | $3,956-39.7% | $3,665-35.0% | $4,299-44.6% |
| Participant deferral / active EE | $9,847 | $8,297+18.7% | $7,994+23.2% | $6,507+51.3% |
| Admin fee / account holder | $6,127 | $11,446-46.5% | $11,185-45.2% | $12,624-51.5% |