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 7-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 | $84,334 | $100,773-16.3% | $88,946-5.2% | $142,382-40.8% |
| Participation rate | 72.7% | 74.3%-1.6pp | 68.8%+3.9pp | 80.1%-7.4pp |
| Annual return | 19.11% | 70.18%-51.1pp | 57.82%-38.7pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,643 | $2,918-9.4% | $2,555+3.5% | $4,299-38.5% |
| Participant deferral / active EE | $5,709 | $5,230+9.2% | $4,581+24.6% | $6,507-12.3% |
| Admin fee / account holder | $1,822 | $9,693-81.2% | $8,261-77.9% | $12,624-85.6% |