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 | $77,609 | $214,378-63.8% | $200,582-61.3% | $142,382-45.5% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 19.19% | 46.41%-27.2pp | 42.33%-23.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,635 | $6,841-76.1% | $6,419-74.5% | $4,299-62.0% |
| Participant deferral / active EE | $7,664 | $9,865-22.3% | $9,331-17.9% | $6,507+17.8% |
| Admin fee / account holder | $4,171 | $17,692-76.4% | $16,305-74.4% | $12,624-67.0% |