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 | $97,564 | $103,376-5.6% | $87,100+12.0% | $152,861-36.2% |
| Participation rate | 88.9% | 79.3%+9.5pp | 76.9%+12.0pp | 82.4%+6.4pp |
| Annual return | 18.53% | 28.10%-9.6pp | 28.19%-9.7pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,223 | $3,220-31.0% | $2,521-11.8% | $4,762-53.3% |
| Participant deferral / active EE | $6,224 | $4,778+30.3% | $4,049+53.7% | $5,850+6.4% |
| Admin fee / account holder | $1,144 | $12,205-90.6% | $7,497-84.7% | $11,596-90.1% |