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 | $85,121 | $114,381-25.6% | $107,525-20.8% | $142,382-40.2% |
| Participation rate | 90.5% | 78.1%+12.3pp | 75.1%+15.4pp | 80.1%+10.4pp |
| Annual return | 16.76% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,507 | $4,015-12.7% | $3,754-6.6% | $4,299-18.4% |
| Participant deferral / active EE | $5,701 | $5,564+2.5% | $5,116+11.4% | $6,507-12.4% |
| Admin fee / account holder | $10,927 | $9,860+10.8% | $8,919+22.5% | $12,624-13.4% |