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 8-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 | $247,280 | $100,773+145.4% | $88,946+178.0% | $142,382+73.7% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 13.45% | 70.18%-56.7pp | 57.82%-44.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $6,366 | $2,918+118.2% | $2,555+149.2% | $4,299+48.1% |
| Participant deferral / active EE | $15,844 | $5,230+202.9% | $4,581+245.8% | $6,507+143.5% |
| Admin fee / account holder | $342 | $9,693-96.5% | $8,261-95.9% | $12,624-97.3% |