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 | $68,813 | $103,376-33.4% | $87,100-21.0% | $152,861-55.0% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.9%+0.1pp | 82.4%-5.5pp |
| Annual return | 17.55% | 28.10%-10.5pp | 28.19%-10.6pp | 345.32%-327.8pp |
| Employer contribution / active EE | $2,184 | $3,220-32.2% | $2,521-13.4% | $4,762-54.1% |
| Participant deferral / active EE | $6,397 | $4,778+33.9% | $4,049+58.0% | $5,850+9.3% |
| Admin fee / account holder | $1,216 | $12,205-90.0% | $7,497-83.8% | $11,596-89.5% |