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 | $149,919 | $165,984-9.7% | $164,813-9.0% | $145,922+2.7% |
| Participation rate | 73.7% | 82.0%-8.3pp | 78.6%-4.9pp | 80.3%-6.6pp |
| Annual return | 14.94% | 100.03%-85.1pp | 69.93%-55.0pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,571 | $5,273-70.2% | $4,341-63.8% | $4,660-66.3% |
| Participant deferral / active EE | $7,009 | $6,959+0.7% | $6,031+16.2% | $6,688+4.8% |
| Admin fee / account holder | $30,175 | $16,648+81.3% | $12,690+137.8% | $13,397+125.2% |