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 | $128,416 | $152,587-15.8% | $125,175+2.6% | $152,861-16.0% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 18.54% | 54.84%-36.3pp | 43.79%-25.2pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,305 | $4,946-73.6% | $3,865-66.3% | $4,762-72.6% |
| Participant deferral / active EE | $4,669 | $5,868-20.4% | $4,937-5.4% | $5,850-20.2% |
| Admin fee / account holder | $12,241 | $13,434-8.9% | $9,702+26.2% | $11,596+5.6% |