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 | $90,093 | $112,881-20.2% | $90,951-0.9% | $158,922-43.3% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 17.08% | 215.79%-198.7pp | 134.60%-117.5pp | 302.83%-285.7pp |
| Employer contribution / active EE | $4,469 | $2,893+54.5% | $2,122+110.6% | $4,761-6.1% |
| Participant deferral / active EE | $6,687 | $4,128+62.0% | $3,373+98.3% | $5,982+11.8% |
| Admin fee / account holder | $1,511 | $8,041-81.2% | $5,959-74.6% | $11,246-86.6% |