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 | $172,400 | $111,754+54.3% | $103,333+66.8% | $145,922+18.1% |
| Participation rate | 76.5% | 77.9%-1.5pp | 74.5%+2.0pp | 80.3%-3.8pp |
| Annual return | 9.64% | 24.77%-15.1pp | 24.88%-15.2pp | 561.29%-551.7pp |
| Employer contribution / active EE | $2,655 | $4,212-37.0% | $3,868-31.4% | $4,660-43.0% |
| Participant deferral / active EE | $4,626 | $5,619-17.7% | $5,057-8.5% | $6,688-30.8% |
| Admin fee / account holder | $4,379 | $9,750-55.1% | $8,355-47.6% | $13,397-67.3% |