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 | $96,650 | $113,339-14.7% | $94,993+1.7% | $147,584-34.5% |
| Participation rate | 71.4% | 78.0%-6.5pp | 73.9%-2.5pp | 82.8%-11.4pp |
| Annual return | 12.58% | 20.77%-8.2pp | 27.12%-14.5pp | 578.55%-566.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,440 | $3,777-61.9% | $3,317-56.6% | $5,439-73.5% |
| Admin fee / account holder | $1,980 | $6,063-67.3% | $4,960-60.1% | $10,885-81.8% |