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 | $88,078 | $197,591-55.4% | $177,821-50.5% | $158,922-44.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 7.68% | 58.76%-51.1pp | 48.32%-40.6pp | 302.83%-295.1pp |
| Employer contribution / active EE | $2,450 | $6,697-63.4% | $5,918-58.6% | $4,761-48.5% |
| Participant deferral / active EE | $5,710 | $8,405-32.1% | $7,714-26.0% | $5,982-4.5% |
| Admin fee / account holder | $39,698 | $15,399+157.8% | $12,427+219.4% | $11,246+253.0% |