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 | $155,940 | $152,587+2.2% | $125,175+24.6% | $152,861+2.0% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 24.74% | 54.84%-30.1pp | 43.79%-19.0pp | 345.32%-320.6pp |
| Employer contribution / active EE | $4,333 | $4,946-12.4% | $3,865+12.1% | $4,762-9.0% |
| Participant deferral / active EE | $6,040 | $5,868+2.9% | $4,937+22.3% | $5,850+3.2% |
| Admin fee / account holder | $1,005 | $13,434-92.5% | $9,702-89.6% | $11,596-91.3% |