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 | $223,763 | $177,572+26.0% | $154,803+44.5% | $142,382+57.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.65% | 65.07%-43.4pp | 58.88%-37.2pp | 217.08%-195.4pp |
| Employer contribution / active EE | $4,012 | $4,810-16.6% | $4,305-6.8% | $4,299-6.7% |
| Participant deferral / active EE | $22,678 | $6,272+261.6% | $5,540+309.3% | $6,507+248.5% |
| Admin fee / account holder | $2,892 | $16,786-82.8% | $14,329-79.8% | $12,624-77.1% |