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 | $136,002 | $176,056-22.8% | $159,436-14.7% | $167,490-18.8% |
| Participation rate | 81.3% | 84.9%-3.7pp | 82.8%-1.6pp | 82.1%-0.9pp |
| Annual return | 15.14% | 331.75%-316.6pp | 263.57%-248.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $4,511 | $5,297-14.8% | $4,829-6.6% | $4,837-6.7% |
| Participant deferral / active EE | $11,616 | $7,750+49.9% | $7,352+58.0% | $6,341+83.2% |
| Admin fee / account holder | $28,203 | $12,554+124.7% | $10,799+161.2% | $12,309+129.1% |