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 | $107,696 | $117,381-8.3% | $99,443+8.3% | $152,861-29.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 17.37% | 31.87%-14.5pp | 30.72%-13.3pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,442 | $3,013-52.1% | $2,540-43.2% | $4,762-69.7% |
| Participant deferral / active EE | $3,432 | $4,086-16.0% | $3,619-5.2% | $5,850-41.3% |
| Admin fee / account holder | $1,681 | $7,631-78.0% | $6,250-73.1% | $11,596-85.5% |