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 | $68,174 | $104,664-34.9% | $85,682-20.4% | $167,490-59.3% |
| Participation rate | 91.7% | 76.4%+15.3pp | 69.9%+21.8pp | 82.1%+9.6pp |
| Annual return | 12.35% | 21.45%-9.1pp | 21.49%-9.1pp | 478.56%-466.2pp |
| Employer contribution / active EE | $2,794 | $3,337-16.3% | $2,618+6.7% | $4,837-42.2% |
| Participant deferral / active EE | $5,636 | $4,824+16.8% | $3,923+43.7% | $6,341-11.1% |
| Admin fee / account holder | $3,374 | $10,032-66.4% | $6,873-50.9% | $12,309-72.6% |