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 | $229,186 | $185,822+23.3% | $169,993+34.8% | $139,434+64.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.24% | 60.50%-44.3pp | 53.37%-37.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $4,968 | $7,590-34.6% | $6,785-26.8% | $4,751+4.6% |
| Participant deferral / active EE | $13,011 | $11,622+12.0% | $10,408+25.0% | $6,710+93.9% |
| Admin fee / account holder | $12,159 | $15,381-20.9% | $12,815-5.1% | $11,403+6.6% |