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 8-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 | $71,021 | $89,753-20.9% | $107,525-33.9% | $84,808-16.3% |
| Participation rate | 76.3% | 68.1%+8.2pp | 75.1%+1.2pp | 68.3%+8.0pp |
| Annual return | 20.37% | 29.48%-9.1pp | 181.32%-160.9pp | 40.90%-20.5pp |
| Employer contribution / active EE | $3,493 | $3,113+12.2% | $3,754-6.9% | $2,631+32.8% |
| Participant deferral / active EE | $6,114 | $4,056+50.7% | $5,116+19.5% | $4,212+45.2% |
| Admin fee / account holder | $3,509 | $7,222-51.4% | $8,919-60.7% | $7,344-52.2% |