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 6-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 | $156,027 | $176,377-11.5% | $134,143+16.3% | $158,922-1.8% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.2pp | 82.0%+1.4pp |
| Annual return | 21.05% | 63.63%-42.6pp | 36.33%-15.3pp | 302.83%-281.8pp |
| Employer contribution / active EE | $8,016 | $5,040+59.0% | $3,704+116.4% | $4,761+68.4% |
| Participant deferral / active EE | $12,865 | $4,091+214.4% | $3,499+267.7% | $5,982+115.1% |
| Admin fee / account holder | $2,036 | $8,718-76.6% | $6,684-69.5% | $11,246-81.9% |