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 | $80,619 | $121,625-33.7% | $104,607-22.9% | $158,922-49.3% |
| Participation rate | 70.0% | 77.5%-7.5pp | 74.1%-4.1pp | 82.0%-12.0pp |
| Annual return | 18.19% | 465.26%-447.1pp | 340.46%-322.3pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,642 | $3,163-48.1% | $2,681-38.7% | $4,761-65.5% |
| Participant deferral / active EE | $3,232 | $4,177-22.6% | $3,740-13.6% | $5,982-46.0% |
| Admin fee / account holder | $771 | $7,787-90.1% | $6,473-88.1% | $11,246-93.1% |