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 | $198,486 | $114,381+73.5% | $107,525+84.6% | $142,382+39.4% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 15.26% | 242.71%-227.4pp | 181.32%-166.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $12,808 | $4,015+219.0% | $3,754+241.2% | $4,299+197.9% |
| Participant deferral / active EE | $12,808 | $5,564+130.2% | $5,116+150.4% | $6,507+96.8% |
| Admin fee / account holder | $15,080 | $9,860+52.9% | $8,919+69.1% | $12,624+19.5% |