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 | $84,010 | $104,974-20.0% | $95,585-12.1% | $142,382-41.0% |
| Participation rate | 78.9% | 75.0%+4.0pp | 72.1%+6.9pp | 80.1%-1.2pp |
| Annual return | 11.27% | 210.33%-199.1pp | 38.56%-27.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,928 | $2,779-30.6% | $2,527-23.7% | $4,299-55.2% |
| Participant deferral / active EE | $3,429 | $4,352-21.2% | $4,023-14.8% | $6,507-47.3% |
| Admin fee / account holder | $38,887 | $6,386+508.9% | $6,127+534.7% | $12,624+208.1% |