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 | $191,179 | $115,770+65.1% | $101,248+88.8% | $158,922+20.3% |
| Participation rate | 76.9% | 79.4%-2.4pp | 75.8%+1.1pp | 82.0%-5.0pp |
| Annual return | 28.00% | 56.14%-28.1pp | 46.47%-18.5pp | 302.83%-274.8pp |
| Employer contribution / active EE | $2,159 | $4,175-48.3% | $3,660-41.0% | $4,761-54.7% |
| Participant deferral / active EE | $7,473 | $4,957+50.8% | $4,370+71.0% | $5,982+24.9% |
| Admin fee / account holder | $25,185 | $7,245+247.6% | $5,945+323.6% | $11,246+124.0% |