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 | $67,496 | $93,571-27.9% | $135,903-50.3% | $75,163-10.2% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 24.74% | 30.90%-6.2pp | 68.23%-43.5pp | 160.62%-135.9pp |
| Employer contribution / active EE | $10,918 | $3,537+208.7% | $4,856+124.8% | $2,670+308.9% |
| Participant deferral / active EE | $17,676 | $6,404+176.0% | $7,758+127.9% | $4,125+328.5% |
| Admin fee / account holder | $4,961 | $6,975-28.9% | $10,762-53.9% | $5,651-12.2% |