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 5-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 | $143,850 | $106,584+35.0% | $101,326+42.0% | $142,382+1.0% |
| Participation rate | 71.4% | 82.7%-11.3pp | 81.5%-10.1pp | 80.1%-8.7pp |
| Annual return | 17.23% | 36.93%-19.7pp | 36.82%-19.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,407 | $3,956-64.4% | $3,665-61.6% | $4,299-67.3% |
| Participant deferral / active EE | $10,763 | $8,297+29.7% | $7,994+34.6% | $6,507+65.4% |
| Admin fee / account holder | $13,952 | $11,446+21.9% | $11,185+24.7% | $12,624+10.5% |