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 | $192,113 | $115,882+65.8% | $100,516+91.1% | $158,922+20.9% |
| Participation rate | 91.7% | 81.6%+10.1pp | 79.4%+12.3pp | 82.0%+9.7pp |
| Annual return | 7.30% | 34.79%-27.5pp | 30.89%-23.6pp | 302.83%-295.5pp |
| Employer contribution / active EE | $5,649 | $4,103+37.7% | $3,418+65.3% | $4,761+18.6% |
| Participant deferral / active EE | $12,554 | $6,674+88.1% | $6,270+100.2% | $5,982+109.9% |
| Admin fee / account holder | $6,588 | $10,995-40.1% | $8,081-18.5% | $11,246-41.4% |