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 | $83,037 | $107,934-23.1% | $91,989-9.7% | $152,861-45.7% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.4%-2.4pp |
| Annual return | 20.45% | 89.24%-68.8pp | 69.02%-48.6pp | 345.32%-324.9pp |
| Employer contribution / active EE | $4,907 | $4,210+16.6% | $3,452+42.2% | $4,762+3.0% |
| Participant deferral / active EE | $9,977 | $6,364+56.8% | $5,923+68.5% | $5,850+70.5% |
| Admin fee / account holder | $657 | $10,520-93.8% | $7,743-91.5% | $11,596-94.3% |