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 | $228,346 | $159,602+43.1% | $150,045+52.2% | $142,382+60.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 17.78% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,259 | $4,961-54.5% | $4,693-51.9% | $4,299-47.5% |
| Participant deferral / active EE | $10,708 | $8,310+28.9% | $7,997+33.9% | $6,507+64.6% |
| Admin fee / account holder | $2,314 | $14,846-84.4% | $13,435-82.8% | $12,624-81.7% |