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 4-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 | $187,448 | $177,572+5.6% | $154,803+21.1% | $142,382+31.7% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 23.11% | 65.07%-42.0pp | 58.88%-35.8pp | 217.08%-194.0pp |
| Employer contribution / active EE | $21,893 | $4,810+355.1% | $4,305+408.5% | $4,299+409.2% |
| Participant deferral / active EE | $12,973 | $6,272+106.9% | $5,540+134.2% | $6,507+99.4% |
| Admin fee / account holder | $1,409 | $16,786-91.6% | $14,329-90.2% | $12,624-88.8% |