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 | $185,527 | $177,572+4.5% | $154,803+19.8% | $142,382+30.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 11.93% | 65.07%-53.1pp | 58.88%-47.0pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,340 | $4,810-51.3% | $4,305-45.6% | $4,299-45.6% |
| Participant deferral / active EE | $4,562 | $6,272-27.3% | $5,540-17.7% | $6,507-29.9% |
| Admin fee / account holder | $446 | $16,786-97.3% | $14,329-96.9% | $12,624-96.5% |