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 8-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 | $84,065 | $106,584-21.1% | $101,326-17.0% | $142,382-41.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.76% | 36.93%-20.2pp | 36.82%-20.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,127 | $3,956-46.2% | $3,665-42.0% | $4,299-50.5% |
| Participant deferral / active EE | $13,024 | $8,297+57.0% | $7,994+62.9% | $6,507+100.1% |
| Admin fee / account holder | $2,098 | $11,446-81.7% | $11,185-81.2% | $12,624-83.4% |