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 | $85,827 | $118,427-27.5% | $66,042+30.0% | $142,382-39.7% |
| Participation rate | 91.7% | 68.1%+23.5pp | 67.5%+24.2pp | 80.1%+11.5pp |
| Annual return | 15.78% | 35.57%-19.8pp | 52.11%-36.3pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,804 | $2,570-29.8% | $1,579+14.2% | $4,299-58.0% |
| Participant deferral / active EE | $7,190 | $4,311+66.8% | $2,835+153.6% | $6,507+10.5% |
| Admin fee / account holder | $1,627 | $9,593-83.0% | $5,747-71.7% | $12,624-87.1% |