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 | $130,921 | $148,978-12.1% | $200,582-34.7% | $84,808+54.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.97% | 28.16%-11.2pp | 42.33%-25.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $3,946 | $4,815-18.1% | $6,419-38.5% | $2,631+50.0% |
| Participant deferral / active EE | $7,856 | $7,142+10.0% | $9,331-15.8% | $4,212+86.5% |
| Admin fee / account holder | $8,214 | $13,977-41.2% | $16,305-49.6% | $7,344+11.8% |