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 | $187,898 | $109,881+71.0% | $150,045+25.2% | $84,808+121.6% |
| Participation rate | 76.0% | 76.1%-0.1pp | 82.3%-6.3pp | 68.3%+7.7pp |
| Annual return | 15.33% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $7,875 | $3,561+121.1% | $4,693+67.8% | $2,631+199.3% |
| Participant deferral / active EE | $14,223 | $6,636+114.3% | $7,997+77.9% | $4,212+237.7% |
| Admin fee / account holder | $24,591 | $8,568+187.0% | $13,435+83.0% | $7,344+234.9% |