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 | $68,649 | $95,561-28.2% | $77,163-11.0% | $139,434-50.8% |
| Participation rate | 82.4% | 73.9%+8.4pp | 69.6%+12.8pp | 80.3%+2.0pp |
| Annual return | 17.38% | 54.92%-37.5pp | 37.87%-20.5pp | 372.94%-355.6pp |
| Employer contribution / active EE | $3,510 | $3,147+11.5% | $2,535+38.5% | $4,751-26.1% |
| Participant deferral / active EE | $8,253 | $4,624+78.5% | $3,833+115.3% | $6,710+23.0% |
| Admin fee / account holder | $504 | $8,295-93.9% | $5,472-90.8% | $11,403-95.6% |