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 | $149,881 | $106,584+40.6% | $101,326+47.9% | $142,382+5.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.18% | 36.93%-14.7pp | 36.82%-14.6pp | 217.08%-194.9pp |
| Employer contribution / active EE | $3,007 | $3,956-24.0% | $3,665-18.0% | $4,299-30.1% |
| Participant deferral / active EE | $12,484 | $8,297+50.5% | $7,994+56.2% | $6,507+91.9% |
| Admin fee / account holder | $531 | $11,446-95.4% | $11,185-95.3% | $12,624-95.8% |