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 | $191,014 | $209,411-8.8% | $178,490+7.0% | $158,922+20.2% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 25.46% | 188.75%-163.3pp | 151.07%-125.6pp | 302.83%-277.4pp |
| Employer contribution / active EE | $3,033 | $5,706-46.9% | $5,011-39.5% | $4,761-36.3% |
| Participant deferral / active EE | $6,587 | $5,954+10.6% | $5,202+26.6% | $5,982+10.1% |
| Admin fee / account holder | $4,683 | $17,074-72.6% | $13,984-66.5% | $11,246-58.4% |