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 | $82,926 | $106,515-22.1% | $96,683-14.2% | $139,434-40.5% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 12.48% | 38.43%-25.9pp | 35.69%-23.2pp | 372.94%-360.5pp |
| Employer contribution / active EE | $3,028 | $4,103-26.2% | $3,737-19.0% | $4,751-36.3% |
| Participant deferral / active EE | $6,456 | $5,454+18.4% | $4,878+32.3% | $6,710-3.8% |
| Admin fee / account holder | $3,657 | $7,877-53.6% | $6,730-45.7% | $11,403-67.9% |