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 6-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 | $99,167 | $108,919-9.0% | $100,391-1.2% | $145,922-32.0% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 20.31% | 57.88%-37.6pp | 49.20%-28.9pp | 561.29%-541.0pp |
| Employer contribution / active EE | $3,145 | $4,419-28.8% | $3,942-20.2% | $4,660-32.5% |
| Participant deferral / active EE | $10,600 | $8,445+25.5% | $8,082+31.2% | $6,688+58.5% |
| Admin fee / account holder | $1,158 | $9,689-88.0% | $7,899-85.3% | $13,397-91.4% |