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 | $51,776 | $115,882-55.3% | $100,516-48.5% | $158,922-67.4% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 20.94% | 34.79%-13.9pp | 30.89%-10.0pp | 302.83%-281.9pp |
| Employer contribution / active EE | $4,795 | $4,103+16.9% | $3,418+40.3% | $4,761+0.7% |
| Participant deferral / active EE | $10,548 | $6,674+58.0% | $6,270+68.2% | $5,982+76.3% |
| Admin fee / account holder | $1,447 | $10,995-86.8% | $8,081-82.1% | $11,246-87.1% |