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 | $183,520 | $201,272-8.8% | $184,203-0.4% | $145,922+25.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.70% | 29.00%-12.3pp | 28.81%-12.1pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,815 | $7,022-45.7% | $6,427-40.6% | $4,660-18.1% |
| Participant deferral / active EE | $10,959 | $9,806+11.8% | $9,131+20.0% | $6,688+63.9% |
| Admin fee / account holder | $5,891 | $16,364-64.0% | $13,901-57.6% | $13,397-56.0% |