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 4-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 | $232,787 | $111,754+108.3% | $103,333+125.3% | $145,922+59.5% |
| Participation rate | 78.3% | 77.9%+0.3pp | 74.5%+3.8pp | 80.3%-2.0pp |
| Annual return | 17.35% | 24.77%-7.4pp | 24.88%-7.5pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,966 | $4,212-29.6% | $3,868-23.3% | $4,660-36.3% |
| Participant deferral / active EE | $8,799 | $5,619+56.6% | $5,057+74.0% | $6,688+31.6% |
| Admin fee / account holder | $1,824 | $9,750-81.3% | $8,355-78.2% | $13,397-86.4% |