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 | $71,792 | $78,422-8.5% | $95,952-25.2% | $79,858-10.1% |
| Participation rate | 80.0% | 73.5%+6.5pp | 77.1%+2.9pp | 69.6%+10.4pp |
| Annual return | 15.04% | 19.37%-4.3pp | 91.61%-76.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $759 | $1,945-61.0% | $2,541-70.1% | $2,471-69.3% |
| Participant deferral / active EE | $3,799 | $3,440+10.4% | $4,167-8.8% | $3,740+1.6% |
| Admin fee / account holder | $2,656 | $5,622-52.8% | $6,795-60.9% | $5,306-50.0% |