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 9-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 | $82,622 | $117,983-30.0% | $101,794-18.8% | $142,382-42.0% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 18.50% | 36.92%-18.4pp | 30.53%-12.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,892 | $2,773+4.3% | $2,289+26.4% | $4,299-32.7% |
| Participant deferral / active EE | $10,502 | $4,714+122.8% | $4,084+157.1% | $6,507+61.4% |
| Admin fee / account holder | $10,137 | $10,433-2.8% | $8,777+15.5% | $12,624-19.7% |