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 9-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 | $87,801 | $99,877-12.1% | $84,966+3.3% | $145,922-39.8% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 19.07% | 83.76%-64.7pp | 66.38%-47.3pp | 561.29%-542.2pp |
| Employer contribution / active EE | $528 | $3,231-83.6% | $2,727-80.6% | $4,660-88.7% |
| Participant deferral / active EE | $2,120 | $5,291-59.9% | $4,519-53.1% | $6,688-68.3% |
| Admin fee / account holder | $1,071 | $7,248-85.2% | $6,149-82.6% | $13,397-92.0% |