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 | $60,926 | $154,117-60.5% | $129,995-53.1% | $139,434-56.3% |
| Participation rate | 72.7% | 82.0%-9.2pp | 78.5%-5.8pp | 80.3%-7.6pp |
| Annual return | 16.23% | 32.48%-16.2pp | -137.18%+153.4pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,787 | $5,289-47.3% | $4,320-35.5% | $4,751-41.3% |
| Participant deferral / active EE | $4,029 | $6,710-40.0% | $5,820-30.8% | $6,710-40.0% |
| Admin fee / account holder | $836 | $14,007-94.0% | $10,614-92.1% | $11,403-92.7% |