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 | $88,668 | $98,240-9.7% | $82,313+7.7% | $147,584-39.9% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 27.45% | 30.85%-3.4pp | 25.88%+1.6pp | 578.55%-551.1pp |
| Employer contribution / active EE | $1,108 | $3,192-65.3% | $2,428-54.4% | $4,876-77.3% |
| Participant deferral / active EE | $2,314 | $4,383-47.2% | $3,706-37.6% | $5,439-57.4% |
| Admin fee / account holder | $1,686 | $8,563-80.3% | $5,608-69.9% | $10,885-84.5% |