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 | $68,783 | $64,839+6.1% | $95,585-28.0% | $84,808-18.9% |
| Participation rate | 78.8% | 63.8%+15.0pp | 72.1%+6.7pp | 68.3%+10.5pp |
| Annual return | 20.65% | -670.96%+691.6pp | 38.56%-17.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $3,307 | $1,759+88.0% | $2,527+30.9% | $2,631+25.7% |
| Participant deferral / active EE | $7,371 | $2,965+148.6% | $4,023+83.2% | $4,212+75.0% |
| Admin fee / account holder | $16,692 | $5,964+179.9% | $6,127+172.4% | $7,344+127.3% |