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 | $117,718 | $74,888+57.2% | $71,209+65.3% | $142,382-17.3% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 19.85% | 345.14%-325.3pp | 282.51%-262.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $5,095 | $2,854+78.5% | $2,721+87.3% | $4,299+18.5% |
| Participant deferral / active EE | $14,762 | $4,454+231.4% | $4,175+253.6% | $6,507+126.9% |
| Admin fee / account holder | $1,459 | $5,568-73.8% | $5,349-72.7% | $12,624-88.4% |