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 | $236,637 | $104,974+125.4% | $95,585+147.6% | $142,382+66.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 15.29% | 210.33%-195.0pp | 38.56%-23.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,354 | $2,779-51.3% | $2,527-46.4% | $4,299-68.5% |
| Participant deferral / active EE | $3,146 | $4,352-27.7% | $4,023-21.8% | $6,507-51.7% |
| Admin fee / account holder | $3,034 | $6,386-52.5% | $6,127-50.5% | $12,624-76.0% |