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 | $160,916 | $227,553-29.3% | $189,557-15.1% | $167,490-3.9% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.4%-3.4pp | 82.1%-7.1pp |
| Annual return | 19.55% | 78.40%-58.9pp | 64.17%-44.6pp | 478.56%-459.0pp |
| Employer contribution / active EE | $2,398 | $5,316-54.9% | $4,412-45.6% | $4,837-50.4% |
| Participant deferral / active EE | $9,278 | $7,002+32.5% | $6,174+50.3% | $6,341+46.3% |
| Admin fee / account holder | $1,105 | $11,878-90.7% | $9,807-88.7% | $12,309-91.0% |