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 | $119,169 | $162,781-26.8% | $133,956-11.0% | $158,922-25.0% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 14.12% | 41.94%-27.8pp | 45.09%-31.0pp | 302.83%-288.7pp |
| Employer contribution / active EE | $2,879 | $4,975-42.1% | $3,919-26.5% | $4,761-39.5% |
| Participant deferral / active EE | $8,229 | $5,911+39.2% | $5,048+63.0% | $5,982+37.6% |
| Admin fee / account holder | $6,729 | $11,736-42.7% | $8,927-24.6% | $11,246-40.2% |