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 | $118,137 | $159,602-26.0% | $150,045-21.3% | $142,382-17.0% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.3%+8.2pp | 80.1%+10.4pp |
| Annual return | 21.41% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $7,138 | $4,961+43.9% | $4,693+52.1% | $4,299+66.0% |
| Participant deferral / active EE | $15,055 | $8,310+81.2% | $7,997+88.3% | $6,507+131.4% |
| Admin fee / account holder | $13,499 | $14,846-9.1% | $13,435+0.5% | $12,624+6.9% |