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 | $142,243 | $177,572-19.9% | $154,803-8.1% | $142,382-0.1% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 17.26% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,258 | $4,810-53.1% | $4,305-47.6% | $4,299-47.5% |
| Participant deferral / active EE | $5,969 | $6,272-4.8% | $5,540+7.7% | $6,507-8.3% |
| Admin fee / account holder | $16,003 | $16,786-4.7% | $14,329+11.7% | $12,624+26.8% |