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 | $185,999 | $107,334+73.3% | $92,893+100.2% | $152,861+21.7% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 21.37% | 145.58%-124.2pp | 109.41%-88.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,824 | $4,221-56.8% | $3,653-50.1% | $4,762-61.7% |
| Participant deferral / active EE | $7,297 | $4,845+50.6% | $4,236+72.3% | $5,850+24.7% |
| Admin fee / account holder | $1,306 | $7,079-81.5% | $5,794-77.5% | $11,596-88.7% |