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 | $122,088 | $154,117-20.8% | $129,995-6.1% | $139,434-12.4% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 18.70% | 32.48%-13.8pp | -137.18%+155.9pp | 372.94%-354.2pp |
| Employer contribution / active EE | $8,980 | $5,289+69.8% | $4,320+107.9% | $4,751+89.0% |
| Participant deferral / active EE | $7,849 | $6,710+17.0% | $5,820+34.9% | $6,710+17.0% |
| Admin fee / account holder | $1,526 | $14,007-89.1% | $10,614-85.6% | $11,403-86.6% |