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 6-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 | $156,915 | $114,381+37.2% | $107,525+45.9% | $142,382+10.2% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 18.64% | 242.71%-224.1pp | 181.32%-162.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $7,397 | $4,015+84.2% | $3,754+97.1% | $4,299+72.1% |
| Participant deferral / active EE | $15,625 | $5,564+180.8% | $5,116+205.4% | $6,507+140.1% |
| Admin fee / account holder | $904 | $9,860-90.8% | $8,919-89.9% | $12,624-92.8% |