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 9-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 | $116,497 | $183,519-36.5% | $155,509-25.1% | $145,922-20.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 23.60% | 61.17%-37.6pp | 64.67%-41.1pp | 561.29%-537.7pp |
| Employer contribution / active EE | $3,890 | $5,313-26.8% | $4,672-16.7% | $4,660-16.5% |
| Participant deferral / active EE | $9,196 | $6,462+42.3% | $5,626+63.5% | $6,688+37.5% |
| Admin fee / account holder | $6,728 | $19,313-65.2% | $15,912-57.7% | $13,397-49.8% |