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 | $207,649 | $114,381+81.5% | $107,525+93.1% | $142,382+45.8% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 16.05% | 242.71%-226.7pp | 181.32%-165.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,661 | $4,015-58.6% | $3,754-55.8% | $4,299-61.4% |
| Participant deferral / active EE | $2,822 | $5,564-49.3% | $5,116-44.8% | $6,507-56.6% |
| Admin fee / account holder | $2,128 | $9,860-78.4% | $8,919-76.1% | $12,624-83.1% |