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 | $146,627 | $238,490-38.5% | $180,183-18.6% | $142,382+3.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 17.72% | 33.56%-15.8pp | 27.86%-10.1pp | 217.08%-199.4pp |
| Employer contribution / active EE | $8,415 | $6,143+37.0% | $5,039+67.0% | $4,299+95.7% |
| Participant deferral / active EE | $19,666 | $7,996+145.9% | $6,822+188.3% | $6,507+202.2% |
| Admin fee / account holder | $14,722 | $28,866-49.0% | $19,975-26.3% | $12,624+16.6% |